SWM
Seed Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Sell |
427
-27
| -6% | -$28.3K | 0.33% | 77 |
|
|
2025
Q1 | $430K | Hold |
454
| – | – | 0.35% | 75 |
|
|
2024
Q4 | $465K | Hold |
454
| – | – | 0.38% | 69 |
|
|
2024
Q3 | $431K | Hold |
454
| – | – | 0.34% | 74 |
|
|
2024
Q2 | $357K | Buy |
454
+27
| +6% | +$21.3K | 0.31% | 83 |
|
|
2024
Q1 | $353K | Sell |
427
-27
| -6% | -$22.3K | 0.34% | 76 |
|
|
2023
Q4 | $363K | Hold |
454
| – | – | 0.37% | 74 |
|
|
2023
Q3 | $294K | Hold |
454
| – | – | 0.33% | 81 |
|
|
2023
Q2 | $314K | Hold |
454
| – | – | 0.33% | 78 |
|
|
2023
Q1 | $304K | Hold |
454
| – | – | 0.34% | 77 |
|
|
2022
Q4 | $322K | Buy |
+454
| New | +$322K | 0.37% | 73 |
|