Baker Tilly Wealth Management’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Buy |
389
+2
| +0.5% | +$2.1K | 0.15% | 148 |
|
|
2025
Q1 | $366K | Buy |
387
+4
| +1% | +$3.79K | 0.14% | 156 |
|
|
2024
Q4 | $393K | Sell |
383
-1
| -0.3% | -$1.03K | 0.15% | 148 |
|
|
2024
Q3 | $365K | Sell |
384
-9
| -2% | -$8.55K | 0.16% | 149 |
|
|
2024
Q2 | $309K | Sell |
393
-88
| -18% | -$69.3K | 0.13% | 196 |
|
|
2024
Q1 | $401K | Buy |
481
+30
| +7% | +$25K | 0.07% | 299 |
|
|
2023
Q4 | $366K | Sell |
451
-10
| -2% | -$8.12K | 0.06% | 354 |
|
|
2023
Q3 | $298K | Sell |
461
-242
| -34% | -$156K | 0.05% | 368 |
|
|
2023
Q2 | $486K | Sell |
703
-8
| -1% | -$5.53K | 0.05% | 343 |
|
|
2023
Q1 | $476K | Sell |
711
-6
| -0.8% | -$4.02K | 0.05% | 347 |
|
|
2022
Q4 | $508K | Buy |
717
+49
| +7% | +$34.7K | 0.06% | 320 |
|
|
2022
Q3 | $368K | Sell |
668
-28
| -4% | -$15.4K | 0.05% | 367 |
|
|
2022
Q2 | $424K | Sell |
696
-1
| -0.1% | -$609 | 0.06% | 347 |
|
|
2022
Q1 | $533K | Sell |
697
-180
| -21% | -$138K | 0.06% | 332 |
|
|
2021
Q4 | $803K | Buy |
877
+84
| +11% | +$76.9K | 0.09% | 255 |
|
|
2021
Q3 | $665K | Buy |
793
+202
| +34% | +$169K | 0.09% | 257 |
|
|
2021
Q2 | $517K | Sell |
591
-232
| -28% | -$203K | 0.08% | 268 |
|
|
2021
Q1 | $621K | Buy |
823
+180
| +28% | +$136K | 0.13% | 200 |
|
|
2020
Q4 | $464K | Buy |
+643
| New | +$464K | 0.14% | 159 |
|