AE Wealth Management’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
1,929
+397
| +26% | +$416K | 0.01% | 535 |
|
|
2025
Q1 | $1.45M | Buy |
1,532
+223
| +17% | +$211K | 0.01% | 616 |
|
|
2024
Q4 | $1.34M | Buy |
+1,309
| New | +$1.34M | 0.01% | 639 |
|
|
2024
Q3 | – | Sell |
-1,162
| Closed | -$915K | – | 1243 |
|
|
2024
Q2 | $915K | Buy |
1,162
+193
| +20% | +$152K | 0.01% | 719 |
|
|
2024
Q1 | $808K | Sell |
969
-5,262
| -84% | -$4.39M | 0.01% | 702 |
|
|
2023
Q4 | $4.91M | Buy |
6,231
+1,382
| +29% | +$1.09M | 0.03% | 595 |
|
|
2023
Q3 | $3.13M | Buy |
4,849
+236
| +5% | +$153K | 0.02% | 691 |
|
|
2023
Q2 | $3.19M | Sell |
4,613
-2,574
| -36% | -$1.78M | 0.02% | 689 |
|
|
2023
Q1 | $4.81M | Buy |
7,187
+1,265
| +21% | +$846K | 0.03% | 518 |
|
|
2022
Q4 | $4.2M | Sell |
5,922
-2,150
| -27% | -$1.52M | 0.03% | 521 |
|
|
2022
Q3 | $4.44M | Buy |
8,072
+2,655
| +49% | +$1.46M | 0.04% | 453 |
|
|
2022
Q2 | $3.3M | Buy |
5,417
+755
| +16% | +$460K | 0.03% | 508 |
|
|
2022
Q1 | $3.56M | Buy |
4,662
+96
| +2% | +$73.4K | 0.02% | 536 |
|
|
2021
Q4 | $4.18M | Buy |
4,566
+231
| +5% | +$211K | 0.03% | 462 |
|
|
2021
Q3 | $3.64M | Buy |
4,335
+178
| +4% | +$149K | 0.03% | 457 |
|
|
2021
Q2 | $3.64M | Buy |
4,157
+285
| +7% | +$249K | 0.03% | 459 |
|
|
2021
Q1 | $2.92M | Buy |
3,872
+12
| +0.3% | +$9.05K | 0.03% | 462 |
|
|
2020
Q4 | $2.79M | Sell |
3,860
-467
| -11% | -$337K | 0.03% | 402 |
|
|
2020
Q3 | $2.44M | Sell |
4,327
-79
| -2% | -$44.5K | 0.03% | 382 |
|
|
2020
Q2 | $2.4M | Sell |
4,406
-821
| -16% | -$447K | 0.04% | 357 |
|
|
2020
Q1 | $2.3M | Sell |
5,227
-1,960
| -27% | -$862K | 0.05% | 274 |
|
|
2019
Q4 | $3.61M | Buy |
7,187
+1,037
| +17% | +$521K | 0.08% | 231 |
|
|
2019
Q3 | $2.74M | Sell |
6,150
-581
| -9% | -$259K | 0.08% | 216 |
|
|
2019
Q2 | $3.16M | Buy |
6,731
+4,873
| +262% | +$2.29M | 0.09% | 172 |
|
|
2019
Q1 | $794K | Sell |
1,858
-131
| -7% | -$56K | 0.06% | 246 |
|
|
2018
Q4 | $781K | Sell |
1,989
-78
| -4% | -$30.6K | 0.13% | 179 |
|
|
2018
Q3 | $974K | Buy |
2,067
+409
| +25% | +$193K | 0.05% | 219 |
|
|
2018
Q2 | $827K | Buy |
1,658
+394
| +31% | +$197K | 0.06% | 191 |
|
|
2018
Q1 | $685K | Buy |
1,264
+610
| +93% | +$331K | 0.05% | 216 |
|
|
2017
Q4 | $336K | Buy |
654
+167
| +34% | +$85.8K | 0.03% | 295 |
|
|
2017
Q3 | $218K | Buy |
+487
| New | +$218K | 0.02% | 369 |
|