BlackRock shares owned by West Financial Advisors
Quarter-by-quarter ownership of BlackRock (BLK) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in BlackRock
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Quarterly reported holdings in BlackRock by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $22k | 26 | 833.73 |
| 2023-12-31 | $21k | 26 | 811.81 |
| 2023-09-30 | $23k | 36 | 646.50 |
| 2023-06-30 | $18k | 26 | 691.15 |
| 2022-09-30 | $110k | 200 | 550.00 |
| 2022-06-30 | $122k | 200 | 610.00 |
| 2022-03-31 | $160k | 210 | 761.90 |
| 2021-12-31 | $183k | 200 | 915.00 |
| 2021-09-30 | $168k | 200 | 840.00 |
| 2021-06-30 | $175k | 200 | 875.00 |
| 2021-03-31 | $151k | 200 | 755.00 |
| 2020-12-31 | $144k | 200 | 720.00 |