Choate Investment Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.48M | Sell |
2,367
-7
| -0.3% | -$7.35K | 0.05% | 126 |
|
2025
Q1 | $2.25M | Sell |
2,374
-439
| -16% | -$416K | 0.06% | 128 |
|
2024
Q4 | $2.88M | Buy |
2,813
+406
| +17% | +$416K | 0.07% | 111 |
|
2024
Q3 | $2.29M | Buy |
2,407
+479
| +25% | +$455K | 0.06% | 127 |
|
2024
Q2 | $1.52M | Sell |
1,928
-103
| -5% | -$81.1K | 0.04% | 151 |
|
2024
Q1 | $1.69M | Sell |
2,031
-44
| -2% | -$36.7K | 0.05% | 155 |
|
2023
Q4 | $1.68M | Sell |
2,075
-186
| -8% | -$151K | 0.05% | 140 |
|
2023
Q3 | $1.46M | Buy |
2,261
+460
| +26% | +$297K | 0.06% | 127 |
|
2023
Q2 | $1.24M | Buy |
1,801
+788
| +78% | +$545K | 0.05% | 123 |
|
2023
Q1 | $678K | Hold |
1,013
| – | – | 0.03% | 153 |
|
2022
Q4 | $718K | Sell |
1,013
-8
| -0.8% | -$5.67K | 0.04% | 148 |
|
2022
Q3 | $562K | Sell |
1,021
-15
| -1% | -$8.26K | 0.04% | 147 |
|
2022
Q2 | $631K | Sell |
1,036
-164
| -14% | -$99.9K | 0.04% | 149 |
|
2022
Q1 | $917K | Sell |
1,200
-108
| -8% | -$82.5K | 0.05% | 150 |
|
2021
Q4 | $1.2M | Buy |
1,308
+8
| +0.6% | +$7.32K | 0.07% | 120 |
|
2021
Q3 | $1.09M | Buy |
1,300
+130
| +11% | +$109K | 0.07% | 120 |
|
2021
Q2 | $1.02M | Sell |
1,170
-164
| -12% | -$143K | 0.06% | 126 |
|
2021
Q1 | $1.01M | Sell |
1,334
-34
| -2% | -$25.6K | 0.06% | 121 |
|
2020
Q4 | $987K | Buy |
1,368
+69
| +5% | +$49.8K | 0.06% | 113 |
|
2020
Q3 | $732K | Sell |
1,299
-84
| -6% | -$47.3K | 0.05% | 128 |
|
2020
Q2 | $752K | Sell |
1,383
-8
| -0.6% | -$4.35K | 0.05% | 122 |
|
2020
Q1 | $612K | Buy |
1,391
+355
| +34% | +$156K | 0.05% | 134 |
|
2019
Q4 | $521K | Sell |
1,036
-15
| -1% | -$7.54K | 0.03% | 158 |
|
2019
Q3 | $468K | Buy |
1,051
+7
| +0.7% | +$3.12K | 0.03% | 162 |
|
2019
Q2 | $490K | Sell |
1,044
-8
| -0.8% | -$3.76K | 0.03% | 161 |
|
2019
Q1 | $450K | Buy |
1,052
+162
| +18% | +$69.3K | 0.03% | 171 |
|
2018
Q4 | $350K | Sell |
890
-241
| -21% | -$94.8K | 0.02% | 168 |
|
2018
Q3 | $533K | Buy |
1,131
+165
| +17% | +$77.8K | 0.03% | 134 |
|
2018
Q2 | $482K | Sell |
966
-263
| -21% | -$131K | 0.03% | 158 |
|
2018
Q1 | $666K | Buy |
1,229
+89
| +8% | +$48.2K | 0.04% | 148 |
|
2017
Q4 | $586K | Sell |
1,140
-15
| -1% | -$7.71K | 0.03% | 162 |
|
2017
Q3 | $516K | Buy |
1,155
+1
| +0.1% | +$447 | 0.03% | 170 |
|
2017
Q2 | $487K | Sell |
1,154
-30
| -3% | -$12.7K | 0.03% | 165 |
|
2017
Q1 | $454K | Hold |
1,184
| – | – | 0.03% | 171 |
|
2016
Q4 | $451K | Hold |
1,184
| – | – | 0.03% | 168 |
|
2016
Q3 | $429K | Buy |
1,184
+75
| +7% | +$27.2K | 0.03% | 167 |
|
2016
Q2 | $380K | Sell |
1,109
-5
| -0.4% | -$1.71K | 0.03% | 168 |
|
2016
Q1 | $379K | Sell |
1,114
-81
| -7% | -$27.6K | 0.03% | 172 |
|
2015
Q4 | $427K | Buy |
1,195
+80
| +7% | +$28.6K | 0.03% | 182 |
|
2015
Q3 | $332K | Hold |
1,115
| – | – | 0.02% | 191 |
|
2015
Q2 | $386K | Hold |
1,115
| – | – | 0.02% | 184 |
|
2015
Q1 | $408K | Sell |
1,115
-80
| -7% | -$29.3K | 0.02% | 186 |
|
2014
Q4 | $427K | Buy |
+1,195
| New | +$427K | 0.03% | 184 |
|