WFA
West Financial Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3K | Hold |
26
| – | – | ﹤0.01% | 127 |
|
|
2025
Q1 | $24.6K | Sell |
26
-12
| -32% | -$11.4K | ﹤0.01% | 130 |
|
|
2024
Q4 | $39K | Buy |
+38
| New | +$39K | 0.01% | 106 |
|
|
2024
Q3 | – | Sell |
-26
| Closed | -$20.5K | – | 188 |
|
|
2024
Q2 | $20.5K | Hold |
26
| – | – | ﹤0.01% | 106 |
|
|
2024
Q1 | $21.7K | Hold |
26
| – | – | ﹤0.01% | 104 |
|
|
2023
Q4 | $21.1K | Sell |
26
-10
| -28% | -$8.12K | ﹤0.01% | 104 |
|
|
2023
Q3 | $23.3K | Buy |
36
+10
| +38% | +$6.47K | 0.01% | 103 |
|
|
2023
Q2 | $18K | Buy |
+26
| New | +$18K | ﹤0.01% | 112 |
|
|
2022
Q4 | – | Sell |
-200
| Closed | -$110K | – | 171 |
|
|
2022
Q3 | $110K | Hold |
200
| – | – | 0.03% | 75 |
|
|
2022
Q2 | $122K | Sell |
200
-10
| -5% | -$6.1K | 0.04% | 69 |
|
|
2022
Q1 | $160K | Buy |
210
+10
| +5% | +$7.62K | 0.04% | 63 |
|
|
2021
Q4 | $183K | Hold |
200
| – | – | 0.05% | 61 |
|
|
2021
Q3 | $168K | Hold |
200
| – | – | 0.05% | 58 |
|
|
2021
Q2 | $175K | Hold |
200
| – | – | 0.05% | 53 |
|
|
2021
Q1 | $151K | Hold |
200
| – | – | 0.05% | 58 |
|
|
2020
Q4 | $144K | Buy |
+200
| New | +$144K | 0.05% | 58 |
|