SWM
Segment Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Buy |
428
+7
| +2% | +$7.35K | 0.03% | 211 |
|
|
2025
Q1 | $398K | Buy |
+421
| New | +$398K | 0.03% | 214 |
|
|
2022
Q2 | – | Sell |
-456
| Closed | -$348K | – | 217 |
|
|
2022
Q1 | $348K | Sell |
456
-8
| -2% | -$6.11K | 0.04% | 201 |
|
|
2021
Q4 | $425K | Buy |
+464
| New | +$425K | 0.04% | 180 |
|
|
2019
Q3 | – | Sell |
-6,860
| Closed | -$3.22M | – | 202 |
|
|
2019
Q2 | $3.22M | Buy |
6,860
+409
| +6% | +$192K | 0.65% | 59 |
|
|
2019
Q1 | $2.76M | Buy |
6,451
+311
| +5% | +$133K | 0.58% | 62 |
|
|
2018
Q4 | $2.41M | Sell |
6,140
-684
| -10% | -$269K | 0.61% | 57 |
|
|
2018
Q3 | $3.22M | Buy |
6,824
+152
| +2% | +$71.6K | 0.7% | 54 |
|
|
2018
Q2 | $3.33M | Buy |
6,672
+5,963
| +841% | +$2.97M | 0.79% | 53 |
|
|
2018
Q1 | $384K | Buy |
+709
| New | +$384K | 0.1% | 134 |
|