SWA
SFMG Wealth Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.64M | Buy |
5,375
+183
| +4% | +$192K | 0.42% | 38 |
|
|
2025
Q1 | $4.91M | Buy |
5,192
+205
| +4% | +$194K | 0.39% | 39 |
|
|
2024
Q4 | $5.11M | Sell |
4,987
-61
| -1% | -$62.5K | 0.4% | 38 |
|
|
2024
Q3 | $4.79M | Buy |
5,048
+84
| +2% | +$79.8K | 0.39% | 35 |
|
|
2024
Q2 | $3.91M | Buy |
4,964
+101
| +2% | +$79.5K | 0.34% | 41 |
|
|
2024
Q1 | $4.05M | Buy |
4,863
+89
| +2% | +$74.2K | 0.35% | 42 |
|
|
2023
Q4 | $3.88M | Buy |
4,774
+106
| +2% | +$86K | 0.36% | 37 |
|
|
2023
Q3 | $3.02M | Buy |
4,668
+271
| +6% | +$175K | 0.31% | 44 |
|
|
2023
Q2 | $3.04M | Buy |
4,397
+112
| +3% | +$77.4K | 0.31% | 46 |
|
|
2023
Q1 | $2.87M | Buy |
4,285
+345
| +9% | +$231K | 0.31% | 47 |
|
|
2022
Q4 | $2.79M | Sell |
3,940
-149
| -4% | -$106K | 0.31% | 47 |
|
|
2022
Q3 | $2.17M | Buy |
4,089
+564
| +16% | +$300K | 0.25% | 56 |
|
|
2022
Q2 | $2.15M | Buy |
3,525
+513
| +17% | +$312K | 0.25% | 54 |
|
|
2022
Q1 | $2.3M | Buy |
3,012
+596
| +25% | +$456K | 0.23% | 59 |
|
|
2021
Q4 | $2.21M | Buy |
2,416
+80
| +3% | +$73.2K | 0.22% | 61 |
|
|
2021
Q3 | $1.96M | Buy |
2,336
+536
| +30% | +$449K | 0.22% | 62 |
|
|
2021
Q2 | $1.58M | Buy |
1,800
+104
| +6% | +$91K | 0.17% | 67 |
|
|
2021
Q1 | $1.28M | Buy |
1,696
+149
| +10% | +$112K | 0.15% | 72 |
|
|
2020
Q4 | $1.12M | Buy |
1,547
+188
| +14% | +$136K | 0.14% | 71 |
|
|
2020
Q3 | $766K | Buy |
1,359
+56
| +4% | +$31.6K | 0.11% | 83 |
|
|
2020
Q2 | $709K | Buy |
+1,303
| New | +$709K | 0.1% | 72 |
|