B. Riley 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 | $2.26M | Buy |
+2,157
| New | +$2.26M | 0.11% | 183 |
|
|
2024
Q4 | $3.1M | Buy |
+3,029
| New | +$3.1M | 0.1% | 201 |
|
|
2024
Q3 | – | Sell |
-3,723
| Closed | -$2.93M | – | 1281 |
|
|
2024
Q2 | $2.93M | Sell |
3,723
-374
| -9% | -$294K | 0.07% | 251 |
|
|
2024
Q1 | $2.65M | Buy |
4,097
+763
| +23% | +$493K | 0.07% | 274 |
|
|
2023
Q4 | $2.71M | Sell |
3,334
-763
| -19% | -$619K | 0.07% | 274 |
|
|
2023
Q3 | $2.65M | Buy |
4,097
+694
| +20% | +$449K | 0.07% | 274 |
|
|
2023
Q2 | $2.35M | Buy |
3,403
+164
| +5% | +$113K | 0.05% | 324 |
|
|
2023
Q1 | $2.17M | Buy |
3,239
+224
| +7% | +$150K | 0.06% | 327 |
|
|
2022
Q4 | $2.14M | Sell |
3,015
-801
| -21% | -$568K | 0.06% | 320 |
|
|
2022
Q3 | $2.1M | Buy |
3,816
+471
| +14% | +$259K | 0.06% | 301 |
|
|
2022
Q2 | $2.04M | Sell |
3,345
-184
| -5% | -$112K | 0.09% | 244 |
|
|
2022
Q1 | $2.7M | Sell |
3,529
-927
| -21% | -$709K | 0.09% | 237 |
|
|
2021
Q4 | $4.08M | Buy |
4,456
+118
| +3% | +$108K | 0.12% | 185 |
|
|
2021
Q3 | $3.65M | Buy |
4,338
+473
| +12% | +$397K | 0.12% | 194 |
|
|
2021
Q2 | $3.37M | Buy |
3,865
+671
| +21% | +$585K | 0.11% | 215 |
|
|
2021
Q1 | $2.41M | Buy |
3,194
+174
| +6% | +$131K | 0.09% | 274 |
|
|
2020
Q4 | $2.18M | Sell |
3,020
-682
| -18% | -$492K | 0.12% | 190 |
|
|
2020
Q3 | $2.08M | Buy |
3,702
+176
| +5% | +$99.1K | 0.11% | 192 |
|
|
2020
Q2 | $1.92M | Buy |
3,526
+191
| +6% | +$104K | 0.13% | 171 |
|
|
2020
Q1 | $1.47M | Sell |
3,335
-202
| -6% | -$89K | 0.13% | 167 |
|
|
2019
Q4 | $1.78M | Buy |
3,537
+1,174
| +50% | +$591K | 0.15% | 152 |
|
|
2019
Q3 | $1.06M | Sell |
2,363
-80
| -3% | -$35.7K | 0.1% | 218 |
|
|
2019
Q2 | $1.15M | Buy |
2,443
+865
| +55% | +$406K | 0.13% | 185 |
|
|
2019
Q1 | $676K | Buy |
1,578
+144
| +10% | +$61.7K | 0.08% | 256 |
|
|
2018
Q4 | $565K | Sell |
1,434
-32
| -2% | -$12.6K | 0.08% | 267 |
|
|
2018
Q3 | $692K | Buy |
1,466
+362
| +33% | +$171K | 0.08% | 261 |
|
|
2018
Q2 | $552K | Buy |
1,104
+23
| +2% | +$11.5K | 0.07% | 299 |
|
|
2018
Q1 | $588K | Sell |
1,081
-67
| -6% | -$36.4K | 0.08% | 267 |
|
|
2017
Q4 | $591K | Sell |
1,148
-5
| -0.4% | -$2.57K | 0.08% | 276 |
|
|
2017
Q3 | $516K | Buy |
1,153
+317
| +38% | +$142K | 0.09% | 251 |
|
|
2017
Q2 | $354K | Buy |
836
+120
| +17% | +$50.8K | 0.06% | 320 |
|
|
2017
Q1 | $275K | Buy |
716
+3
| +0.4% | +$1.15K | 0.05% | 375 |
|
|
2016
Q4 | $272K | Buy |
+713
| New | +$272K | 0.06% | 370 |
|
|
2015
Q1 | – | Sell |
-136
| Closed | -$49 | – | 726 |
|
|
2014
Q4 | $49 | Buy |
+136
| New | +$49 | ﹤0.01% | 2096 |
|
|
2014
Q3 | – | Sell |
-130
| Closed | -$41.5K | – | 784 |
|
|
2014
Q2 | $41.5K | Buy |
+130
| New | +$41.5K | 0.01% | 1112 |
|