Arbor Trust Wealth Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Sell |
457
-50
| -10% | -$52.5K | 0.23% | 60 |
|
|
2025
Q1 | $480K | Hold |
507
| – | – | 0.23% | 62 |
|
|
2024
Q4 | $520K | Hold |
507
| – | – | 0.24% | 61 |
|
|
2024
Q3 | $399K | Hold |
507
| – | – | 0.21% | 70 |
|
|
2024
Q2 | $399K | Sell |
507
-74
| -13% | -$58.3K | 0.21% | 70 |
|
|
2024
Q1 | $455K | Buy |
581
+91
| +19% | +$71.3K | 0.25% | 67 |
|
|
2023
Q4 | $398K | Buy |
490
+15
| +3% | +$12.2K | 0.24% | 70 |
|
|
2023
Q3 | $307K | Sell |
475
-26
| -5% | -$16.8K | 0.2% | 74 |
|
|
2023
Q2 | $346K | Buy |
501
+6
| +1% | +$4.15K | 0.22% | 72 |
|
|
2023
Q1 | $331K | Hold |
495
| – | – | 0.22% | 73 |
|
|
2022
Q4 | $351K | Hold |
495
| – | – | 0.24% | 71 |
|
|
2022
Q3 | $275K | Sell |
495
-20
| -4% | -$11.1K | 0.21% | 77 |
|
|
2022
Q2 | $314K | Hold |
515
| – | – | 0.22% | 76 |
|
|
2022
Q1 | $394K | Hold |
515
| – | – | 0.24% | 76 |
|
|
2021
Q4 | $472K | Buy |
515
+35
| +7% | +$32.1K | 0.27% | 67 |
|
|
2021
Q3 | $403K | Buy |
480
+5
| +1% | +$4.2K | 0.25% | 70 |
|
|
2021
Q2 | $416K | Sell |
475
-5
| -1% | -$4.38K | 0.26% | 70 |
|
|
2021
Q1 | $363K | Buy |
480
+175
| +57% | +$132K | 0.24% | 69 |
|
|
2020
Q4 | $220K | Buy |
+305
| New | +$220K | 0.16% | 88 |
|