W Advisors LLC’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$676K Sell
644
-16
-2% -$16.8K 0.39% 61
2025
Q1
$625K Buy
660
+4
+0.6% +$3.79K 0.39% 61
2024
Q4
$672K Buy
656
+4
+0.6% +$4.1K 0.42% 52
2024
Q3
$619K Buy
652
+7
+1% +$6.65K 0.38% 58
2024
Q2
$508K Buy
645
+4
+0.6% +$3.15K 0.33% 65
2024
Q1
$534K Buy
641
+4
+0.6% +$3.34K 0.37% 61
2023
Q4
$517K Buy
637
+95
+18% +$77.1K 0.38% 61
2023
Q3
$350K Sell
542
-57
-10% -$36.9K 0.29% 68
2023
Q2
$414K Hold
599
0.32% 68
2023
Q1
$401K Buy
599
+7
+1% +$4.68K 0.33% 68
2022
Q4
$420K Hold
592
0.35% 69
2022
Q3
$325K Sell
592
-2
-0.3% -$1.1K 0.3% 72
2022
Q2
$361K Buy
594
+4
+0.7% +$2.43K 0.31% 70
2022
Q1
$451K Buy
590
+51
+9% +$39K 0.34% 66
2021
Q4
$493K Buy
+539
New +$493K 0.37% 63