TWM
Thrive Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
303
-8
| -3% | -$8.4K | 0.05% | 170 |
|
|
2025
Q1 | $294K | Sell |
311
-37
| -11% | -$35K | 0.06% | 164 |
|
|
2024
Q4 | $357K | Sell |
348
-10
| -3% | -$10.3K | 0.06% | 141 |
|
|
2024
Q3 | $340K | Sell |
358
-24
| -6% | -$22.8K | 0.06% | 157 |
|
|
2024
Q2 | $301K | Buy |
382
+21
| +6% | +$16.5K | 0.06% | 160 |
|
|
2024
Q1 | $301K | Buy |
361
+47
| +15% | +$39.2K | 0.06% | 157 |
|
|
2023
Q4 | $255K | Sell |
314
-13
| -4% | -$10.6K | 0.06% | 159 |
|
|
2023
Q3 | $211K | Buy |
327
+6
| +2% | +$3.88K | 0.06% | 160 |
|
|
2023
Q2 | $222K | Buy |
+321
| New | +$222K | 0.06% | 166 |
|