Bennett Associates 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 | $574K | Buy |
547
+1
| +0.2% | +$1.05K | 0.44% | 24 |
|
|
2025
Q1 | $517K | Sell |
546
-34
| -6% | -$32.2K | 0.43% | 23 |
|
|
2024
Q4 | $595K | Sell |
580
-24
| -4% | -$24.6K | 0.49% | 22 |
|
|
2024
Q3 | $574K | Sell |
604
-44
| -7% | -$41.8K | 0.47% | 26 |
|
|
2024
Q2 | $510K | Buy |
648
+66
| +11% | +$52K | 0.46% | 25 |
|
|
2024
Q1 | $485K | Sell |
582
-124
| -18% | -$103K | 0.44% | 29 |
|
|
2023
Q4 | $573K | Buy |
+706
| New | +$573K | 0.56% | 22 |
|