XWM
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Xcel Wealth Management’s Blackrock BLK Stock Holding History

Xcel Wealth Management’s Portfolio BLK Stock Details BLK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.58M Buy
1,507
+30
+2% +$31.5K 0.45% 53
2025
Q1 		$1.4M Buy
1,477
+764
+107% +$723K 0.44% 50
2024
Q4 		$731K Buy
+713
New +$731K 0.2% 72