SWMG
Signature Wealth Management Group’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
2,352
+5
| +0.2% | +$5.25K | 0.97% | 43 |
|
|
2025
Q1 | $2.22M | Buy |
2,347
+34
| +1% | +$32.2K | 0.87% | 43 |
|
|
2024
Q4 | $2.37M | Buy |
2,313
+86
| +4% | +$88.2K | 0.95% | 42 |
|
|
2024
Q3 | $2.11M | Buy |
2,227
+31
| +1% | +$29.4K | 0.85% | 44 |
|
|
2024
Q2 | $1.73M | Buy |
2,196
+67
| +3% | +$52.8K | 0.76% | 54 |
|
|
2024
Q1 | $1.6M | Buy |
2,129
+119
| +6% | +$89.2K | 0.73% | 50 |
|
|
2023
Q4 | $1.63M | Buy |
+2,010
| New | +$1.63M | 0.75% | 46 |
|
|
2023
Q2 | $1.23M | Sell |
1,779
-52
| -3% | -$35.9K | 0.57% | 61 |
|
|
2023
Q1 | $1.23M | Sell |
1,831
-106
| -5% | -$70.9K | 0.58% | 62 |
|
|
2022
Q4 | $1.37M | Sell |
1,937
-1,259
| -39% | -$892K | 0.67% | 51 |
|
|
2022
Q3 | $1.76M | Sell |
3,196
-103
| -3% | -$56.7K | 0.89% | 47 |
|
|
2022
Q2 | $2.01M | Buy |
3,299
+1,613
| +96% | +$982K | 0.98% | 46 |
|
|
2022
Q1 | $1.29M | Buy |
1,686
+438
| +35% | +$335K | 0.58% | 62 |
|
|
2021
Q4 | $1.14M | Buy |
1,248
+59
| +5% | +$54K | 0.58% | 58 |
|
|
2021
Q3 | $997K | Buy |
1,189
+101
| +9% | +$84.7K | 0.55% | 60 |
|
|
2021
Q2 | $952K | Sell |
1,088
-2
| -0.2% | -$1.75K | 0.53% | 62 |
|
|
2021
Q1 | $822K | Sell |
1,090
-633
| -37% | -$477K | 0.48% | 61 |
|
|
2020
Q4 | $1.24M | Buy |
1,723
+217
| +14% | +$157K | 0.78% | 47 |
|
|
2020
Q3 | $849K | Sell |
1,506
-14
| -0.9% | -$7.89K | 0.61% | 54 |
|
|
2020
Q2 | $827K | Buy |
1,520
+78
| +5% | +$42.4K | 0.63% | 50 |
|
|
2020
Q1 | $634K | Buy |
1,442
+100
| +7% | +$44K | 0.56% | 53 |
|
|
2019
Q4 | $675K | Buy |
1,342
+38
| +3% | +$19.1K | 0.43% | 64 |
|
|
2019
Q3 | $581K | Sell |
1,304
-79
| -6% | -$35.2K | 0.38% | 62 |
|
|
2019
Q2 | $662K | Buy |
1,383
+55
| +4% | +$26.3K | 0.44% | 55 |
|
|
2019
Q1 | $568K | Buy |
1,328
+100
| +8% | +$42.8K | 0.4% | 59 |
|
|
2018
Q4 | $482K | Buy |
1,228
+35
| +3% | +$13.7K | 0.37% | 61 |
|
|
2018
Q3 | $466K | Buy |
1,193
+382
| +47% | +$149K | 0.35% | 61 |
|
|
2018
Q2 | $405K | Buy |
+811
| New | +$405K | 0.3% | 59 |
|