Buckley 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 | $769K | Sell |
733
-26
| -3% | -$27.3K | 0.23% | 77 |
|
|
2025
Q1 | $718K | Buy |
759
+23
| +3% | +$21.8K | 0.22% | 77 |
|
|
2024
Q4 | $754K | Buy |
+736
| New | +$754K | 0.23% | 70 |
|
|
2024
Q3 | – | Sell |
-703
| Closed | -$553K | – | 99 |
|
|
2024
Q2 | $553K | Hold |
703
| – | – | 0.18% | 78 |
|
|
2024
Q1 | $586K | Buy |
703
+12
| +2% | +$10K | 0.19% | 78 |
|
|
2023
Q4 | $561K | Sell |
691
-41
| -6% | -$33.3K | 0.19% | 79 |
|
|
2023
Q3 | $473K | Sell |
732
-209
| -22% | -$135K | 0.18% | 80 |
|
|
2023
Q2 | $650K | Buy |
941
+181
| +24% | +$125K | 0.22% | 79 |
|
|
2023
Q1 | $509K | Sell |
760
-4
| -0.5% | -$2.68K | 0.19% | 79 |
|
|
2022
Q4 | $541K | Buy |
764
+11
| +1% | +$7.8K | 0.2% | 78 |
|
|
2022
Q3 | $414K | Sell |
753
-192
| -20% | -$106K | 0.15% | 92 |
|
|
2022
Q2 | $576K | Sell |
945
-20
| -2% | -$12.2K | 0.19% | 86 |
|
|
2022
Q1 | $737K | Buy |
965
+110
| +13% | +$84K | 0.2% | 86 |
|
|
2021
Q4 | $783K | Buy |
855
+614
| +255% | +$562K | 0.23% | 75 |
|
|
2021
Q3 | $202K | Buy |
+241
| New | +$202K | 0.07% | 127 |
|
|
2019
Q3 | – | Sell |
-565
| Closed | -$265K | – | 135 |
|
|
2019
Q2 | $265K | Sell |
565
-34
| -6% | -$15.9K | 0.12% | 133 |
|
|
2019
Q1 | $256K | Sell |
599
-53
| -8% | -$22.7K | 0.12% | 132 |
|
|
2018
Q4 | $256K | Buy |
652
+40
| +7% | +$15.7K | 0.13% | 128 |
|
|
2018
Q3 | $288K | Buy |
612
+13
| +2% | +$6.12K | 0.13% | 136 |
|
|
2018
Q2 | $299K | Buy |
599
+22
| +4% | +$11K | 0.14% | 132 |
|
|
2018
Q1 | $313K | Sell |
577
-81
| -12% | -$43.9K | 0.15% | 130 |
|
|
2017
Q4 | $338K | Buy |
+658
| New | +$338K | 0.17% | 122 |
|