Phillips Wealth Planners’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $761K | Sell |
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|
2025
Q2 | $778K | Buy |
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|
2025
Q1 | $632K | Sell |
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|
2024
Q4 | $755K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $572K | Sell |
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|
2024
Q1 | $545K | Sell |
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|
2023
Q4 | $588K | Sell |
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|
2023
Q3 | $592K | Buy |
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|
2023
Q2 | $634K | Buy |
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|
2023
Q1 | $508K | Buy |
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|
2022
Q4 | $540K | Buy |
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