Badgley Phelps Wealth Managers’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.53M | Sell |
1,462
-26
| -2% | -$27.3K | 0.03% | 161 |
|
2025
Q1 | $1.41M | Sell |
1,488
-77
| -5% | -$72.9K | 0.03% | 163 |
|
2024
Q4 | $1.6M | Sell |
1,565
-5
| -0.3% | -$5.13K | 0.04% | 154 |
|
2024
Q3 | $1.49M | Buy |
1,570
+664
| +73% | +$630K | 0.03% | 158 |
|
2024
Q2 | $713K | Sell |
906
-21
| -2% | -$16.5K | 0.02% | 180 |
|
2024
Q1 | $773K | Buy |
927
+9
| +1% | +$7.5K | 0.02% | 177 |
|
2023
Q4 | $745K | Buy |
918
+43
| +5% | +$34.9K | 0.02% | 174 |
|
2023
Q3 | $566K | Buy |
875
+40
| +5% | +$25.9K | 0.02% | 165 |
|
2023
Q2 | $577K | Sell |
835
-29
| -3% | -$20K | 0.02% | 174 |
|
2023
Q1 | $578K | Buy |
864
+86
| +11% | +$57.6K | 0.02% | 148 |
|
2022
Q4 | $552K | Buy |
778
+31
| +4% | +$22K | 0.02% | 148 |
|
2022
Q3 | $411K | Sell |
747
-20
| -3% | -$11K | 0.02% | 146 |
|
2022
Q2 | $467K | Buy |
767
+1
| +0.1% | +$609 | 0.02% | 147 |
|
2022
Q1 | $586K | Sell |
766
-6
| -0.8% | -$4.59K | 0.02% | 148 |
|
2021
Q4 | $707K | Sell |
772
-15
| -2% | -$13.7K | 0.02% | 147 |
|
2021
Q3 | $660K | Buy |
+787
| New | +$660K | 0.02% | 144 |
|