Caldwell Trust’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14M | Sell |
|
|||||
|
2025
Q2 | $12.7M | Buy |
|
|||||
|
2025
Q1 | $10.6M | Sell |
|
|||||
|
2024
Q4 | $11.6M | Sell |
|
|||||
|
2024
Q3 | $10.8M | Sell |
|
|||||
|
2024
Q2 | $9.13M | Buy |
|
|||||
|
2024
Q1 | $9.06M | Sell |
|
|||||
|
2023
Q4 | $8.89M | Sell |
|
|||||
|
2023
Q3 | $7.24M | Sell |
|
|||||
|
2023
Q2 | $7.81M | Sell |
|
|||||
|
2023
Q1 | $7.58M | Sell |
|
|||||
|
2022
Q4 | $8.17M | Sell |
|
|||||
|
2022
Q3 | $6.38M | Sell |
|
|||||
|
2022
Q2 | $7.11M | Sell |
|
|||||
|
2022
Q1 | $8.94M | Buy |
|
|||||
|
2021
Q4 | $10.7M | Buy |
|
|||||
|
2021
Q3 | $9.67M | Buy |
|
|||||
|
2021
Q2 | $9.82M | Sell |
|
|||||
|
2021
Q1 | $8.53M | Buy |
|
|||||
|
2020
Q4 | $7.5M | Buy |
|
|||||
|
2020
Q3 | $5.74M | Sell |
|
|||||
|
2020
Q2 | $5.93M | Buy |
|
|||||
|
2020
Q1 | $4.71M | Sell |
|
|||||
|
2019
Q4 | $5.47M | Buy |
|