OHWA
Oak Hill Wealth Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
1,091
+15
| +1% | +$16.1K | 0.24% | 52 |
|
|
2025
Q1 | $1.02M | Hold |
1,076
| – | – | 0.24% | 53 |
|
|
2024
Q4 | $1.1M | Buy |
+1,076
| New | +$1.1M | 0.26% | 46 |
|
|
2024
Q3 | – | Sell |
-1,112
| Closed | -$876K | – | 19 |
|
|
2024
Q2 | $876K | Buy |
+1,112
| New | +$876K | 0.27% | 43 |
|
|
2024
Q1 | – | Sell |
-1,252
| Closed | -$1.02M | – | 18 |
|
|
2023
Q4 | $1.02M | Hold |
1,252
| – | – | 0.35% | 37 |
|
|
2023
Q3 | $809K | Hold |
1,252
| – | – | 0.31% | 41 |
|
|
2023
Q2 | $867K | Hold |
1,252
| – | – | 0.32% | 40 |
|
|
2023
Q1 | $837K | Sell |
1,252
-25
| -2% | -$16.7K | 0.33% | 45 |
|
|
2022
Q4 | $905K | Buy |
+1,277
| New | +$905K | 0.37% | 41 |
|