CarsonAllaria 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 | $339K | Buy |
323
+1
| +0.3% | +$1.05K | 0.18% | 43 |
|
|
2025
Q1 | $305K | Buy |
322
+1
| +0.3% | +$948 | 0.18% | 45 |
|
|
2024
Q4 | $330K | Buy |
+321
| New | +$330K | 0.19% | 43 |
|
|
2024
Q3 | – | Sell |
-364
| Closed | -$287K | – | 399 |
|
|
2024
Q2 | $287K | Sell |
364
-29
| -7% | -$22.9K | 0.18% | 48 |
|
|
2024
Q1 | $328K | Buy |
393
+82
| +26% | +$68.5K | 0.21% | 44 |
|
|
2023
Q4 | $253K | Sell |
311
-8
| -3% | -$6.51K | 0.18% | 54 |
|
|
2023
Q3 | $206K | Sell |
319
-7
| -2% | -$4.53K | 0.17% | 57 |
|
|
2023
Q2 | $226K | Hold |
326
| – | – | 0.18% | 60 |
|
|
2023
Q1 | $219K | Buy |
326
+1
| +0.3% | +$670 | 0.18% | 63 |
|
|
2022
Q4 | $230K | Sell |
325
-9
| -3% | -$6.37K | 0.2% | 60 |
|
|
2022
Q3 | $184K | Buy |
334
+3
| +0.9% | +$1.65K | 0.17% | 66 |
|
|
2022
Q2 | $202K | Buy |
331
+86
| +35% | +$52.5K | 0.19% | 64 |
|
|
2022
Q1 | $187K | Buy |
245
+14
| +6% | +$10.7K | 0.17% | 66 |
|
|
2021
Q4 | $212K | Buy |
+231
| New | +$212K | 0.19% | 62 |
|