Atria Wealth Solutions’s Blackrock BLK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.44M Sell
6,137
-3,724
-38% -$3.91M 0.15% 163
2025
Q1
$9.33M Buy
9,861
+864
+10% +$818K 0.11% 194
2024
Q4
$9.22M Buy
8,997
+8,100
+903% +$8.3M 0.1% 205
2024
Q3
$852K Sell
897
-8,161
-90% -$7.75M 0.01% 972
2024
Q2
$7.13M Sell
9,058
-2
-0% -$1.58K 0.08% 255
2024
Q1
$7.55M Sell
9,060
-467
-5% -$389K 0.09% 250
2023
Q4
$7.73M Buy
9,527
+505
+6% +$410K 0.1% 211
2023
Q3
$5.83M Buy
9,022
+570
+7% +$369K 0.08% 252
2023
Q2
$5.84M Buy
8,452
+326
+4% +$225K 0.08% 244
2023
Q1
$5.44M Sell
8,126
-127
-2% -$85K 0.08% 246
2022
Q4
$5.85M Buy
8,253
+179
+2% +$127K 0.09% 229
2022
Q3
$4.44M Sell
8,074
-603
-7% -$332K 0.08% 255
2022
Q2
$5.28M Buy
8,677
+1,158
+15% +$705K 0.1% 211
2022
Q1
$5.75M Buy
+7,519
New +$5.75M 0.1% 227