Beacon Pointe Advisors’s Blackrock BLK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.93M Buy
2,795
+187
+7% +$196K 0.03% 413
2025
Q1
$2.47M Sell
2,608
-130
-5% -$123K 0.03% 422
2024
Q4
$2.81M Buy
+2,738
New +$2.81M 0.03% 385
2024
Q3
Sell
-3,942
Closed -$3.1M 1214
2024
Q2
$3.1M Sell
3,942
-84
-2% -$66.1K 0.04% 384
2024
Q1
$3.36M Sell
4,026
-999
-20% -$833K 0.04% 380
2023
Q4
$4.08M Sell
5,025
-284
-5% -$231K 0.05% 323
2023
Q3
$3.43M Buy
5,309
+1,104
+26% +$714K 0.04% 346
2023
Q2
$2.91M Sell
4,205
-196
-4% -$135K 0.05% 310
2023
Q1
$2.94M Buy
4,401
+161
+4% +$108K 0.05% 309
2022
Q4
$3.01M Buy
4,240
+478
+13% +$339K 0.06% 282
2022
Q3
$2.09M Sell
3,762
-438
-10% -$243K 0.05% 310
2022
Q2
$2.56M Sell
4,200
-10,548
-72% -$6.42M 0.05% 286
2022
Q1
$11.3M Buy
14,748
+13,604
+1,189% +$10.4M 0.15% 140
2021
Q4
$1.05M Sell
1,144
-5,491
-83% -$5.03M 0.03% 374
2021
Q3
$5.56M Buy
6,635
+5,752
+651% +$4.82M 0.14% 157
2021
Q2
$772K Buy
+883
New +$772K 0.03% 381