TW
Transform Wealth’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-205
| Closed | -$210K | – | 247 |
|
|
2024
Q4 | $210K | Buy |
+205
| New | +$210K | 0.01% | 248 |
|
|
2022
Q3 | – | Sell |
-834
| Closed | -$508K | – | 186 |
|
|
2022
Q2 | $508K | Sell |
834
-7,722
| -90% | -$4.7M | 0.08% | 124 |
|
|
2022
Q1 | $6.54M | Sell |
8,556
-1,841
| -18% | -$1.41M | 0.73% | 49 |
|
|
2021
Q4 | $9.52M | Buy |
10,397
+1,365
| +15% | +$1.25M | 0.99% | 32 |
|
|
2021
Q3 | $7.58M | Sell |
9,032
-85
| -0.9% | -$71.3K | 0.87% | 43 |
|
|
2021
Q2 | $7.98M | Buy |
9,117
+2,513
| +38% | +$2.2M | 0.97% | 36 |
|
|
2021
Q1 | $4.98M | Buy |
6,604
+65
| +1% | +$49K | 1% | 33 |
|
|
2020
Q4 | $4.72M | Buy |
6,539
+5,199
| +388% | +$3.75M | 0.99% | 30 |
|
|
2020
Q3 | $755K | Sell |
1,340
-31
| -2% | -$17.5K | 0.12% | 119 |
|
|
2020
Q2 | $746K | Buy |
1,371
+30
| +2% | +$16.3K | 0.13% | 115 |
|
|
2020
Q1 | $590K | Buy |
1,341
+147
| +12% | +$64.7K | 0.13% | 133 |
|
|
2019
Q4 | $600K | Buy |
1,194
+425
| +55% | +$214K | 0.1% | 150 |
|
|
2019
Q3 | $343K | Sell |
769
-739
| -49% | -$330K | 0.06% | 167 |
|
|
2019
Q2 | $708K | Buy |
+1,508
| New | +$708K | 0.1% | 157 |
|