Avidian Wealth Enterprises’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $873K | Buy |
832
+14
| +2% | +$14.7K | 0.04% | 223 |
|
|
2025
Q1 | $774K | Buy |
818
+23
| +3% | +$21.8K | 0.03% | 228 |
|
|
2024
Q4 | $815K | Sell |
795
-268
| -25% | -$275K | 0.04% | 219 |
|
|
2024
Q3 | $1.01M | Buy |
1,063
+355
| +50% | +$337K | 0.05% | 189 |
|
|
2024
Q2 | $558K | Sell |
708
-134
| -16% | -$106K | 0.02% | 259 |
|
|
2024
Q1 | $702K | Buy |
842
+49
| +6% | +$40.8K | 0.03% | 207 |
|
|
2023
Q4 | $644K | Buy |
793
+3
| +0.4% | +$2.44K | 0.04% | 219 |
|
|
2023
Q3 | $511K | Sell |
790
-51
| -6% | -$33K | 0.04% | 250 |
|
|
2023
Q2 | $581K | Sell |
841
-215
| -20% | -$149K | 0.04% | 245 |
|
|
2023
Q1 | $707K | Sell |
1,056
-519
| -33% | -$347K | 0.04% | 239 |
|
|
2022
Q4 | $1.12M | Buy |
1,575
+383
| +32% | +$271K | 0.07% | 159 |
|
|
2022
Q3 | $656K | Sell |
1,192
-4
| -0.3% | -$2.2K | 0.05% | 198 |
|
|
2022
Q2 | $729K | Buy |
1,196
+59
| +5% | +$36K | 0.05% | 207 |
|
|
2022
Q1 | $869K | Buy |
1,137
+56
| +5% | +$42.8K | 0.05% | 207 |
|
|
2021
Q4 | $990K | Buy |
1,081
+341
| +46% | +$312K | 0.06% | 187 |
|
|
2021
Q3 | $621K | Buy |
740
+76
| +11% | +$63.8K | 0.05% | 187 |
|
|
2021
Q2 | $581K | Sell |
664
-36
| -5% | -$31.5K | 0.04% | 192 |
|
|
2021
Q1 | $528K | Sell |
700
-2
| -0.3% | -$1.51K | 0.05% | 202 |
|
|
2020
Q4 | $507K | Buy |
702
+27
| +4% | +$19.5K | 0.05% | 182 |
|
|
2020
Q3 | $380K | Sell |
675
-4
| -0.6% | -$2.25K | 0.04% | 189 |
|
|
2020
Q2 | $370K | Buy |
679
+77
| +13% | +$42K | 0.05% | 163 |
|
|
2020
Q1 | $265K | Buy |
602
+3
| +0.5% | +$1.32K | 0.04% | 154 |
|
|
2019
Q4 | $301K | Buy |
+599
| New | +$301K | 0.04% | 178 |
|
|
2018
Q4 | – | Sell |
-487
| Closed | -$230K | – | 94 |
|
|
2018
Q3 | $230K | Buy |
+487
| New | +$230K | 0.07% | 96 |
|