RDWM
Red Door Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
1,579
+1,049
| +198% | +$1.1M | 0.2% | 80 |
|
|
2025
Q1 | $501K | Buy |
530
+39
| +8% | +$36.9K | 0.07% | 138 |
|
|
2024
Q4 | $503K | Buy |
491
+95
| +24% | +$97.3K | 0.08% | 134 |
|
|
2024
Q3 | $376K | Hold |
396
| – | – | 0.06% | 150 |
|
|
2024
Q2 | $312K | Buy |
396
+33
| +9% | +$26K | 0.06% | 154 |
|
|
2024
Q1 | $303K | Sell |
363
-1
| -0.3% | -$834 | 0.06% | 159 |
|
|
2023
Q4 | $295K | Sell |
364
-8
| -2% | -$6.49K | 0.06% | 156 |
|
|
2023
Q3 | $240K | Buy |
372
+13
| +4% | +$8.4K | 0.06% | 156 |
|
|
2023
Q2 | $248K | Buy |
+359
| New | +$248K | 0.06% | 198 |
|
|
2021
Q3 | – | Sell |
-66
| Closed | -$57K | – | 210 |
|
|
2021
Q2 | $57K | Buy |
+66
| New | +$57K | 0.02% | 246 |
|
|
2020
Q3 | – | Sell |
-28
| Closed | -$15K | – | 138 |
|
|
2020
Q2 | $15K | Hold |
28
| – | – | 0.01% | 276 |
|
|
2020
Q1 | $12K | Buy |
+28
| New | +$12K | 0.01% | 272 |
|