Avitas Wealth Management’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.95M | Buy |
2,876
+37
| +1% | +$37.9K | 0.41% | 62 |
|
|
2024
Q3 | $2.7M | Buy |
2,839
+674
| +31% | +$640K | 0.38% | 69 |
|
|
2024
Q2 | $1.7M | Buy |
2,165
+2
| +0.1% | +$1.58K | 0.25% | 101 |
|
|
2024
Q1 | $1.8M | Buy |
2,163
+745
| +53% | +$621K | 0.27% | 97 |
|
|
2023
Q4 | $1.15M | Buy |
1,418
+52
| +4% | +$42.2K | 0.19% | 120 |
|
|
2023
Q3 | $883K | Sell |
1,366
-4
| -0.3% | -$2.59K | 0.17% | 130 |
|
|
2023
Q2 | $947K | Buy |
+1,370
| New | +$947K | 0.17% | 129 |
|
|
2022
Q2 | – | Sell |
-3,192
| Closed | -$2.44M | – | 199 |
|
|
2022
Q1 | $2.44M | Buy |
+3,192
| New | +$2.44M | 0.44% | 68 |
|
|
2019
Q1 | – | Sell |
-2,007
| Closed | -$788K | – | 160 |
|
|
2018
Q4 | $788K | Sell |
2,007
-7,423
| -79% | -$2.91M | 0.26% | 107 |
|
|
2018
Q3 | $4.45M | Buy |
9,430
+368
| +4% | +$173K | 1.26% | 13 |
|
|
2018
Q2 | $4.52M | Buy |
+9,062
| New | +$4.52M | 1.41% | 9 |
|