Compass Wealth Management’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
$4.16M Sell
2025
Q2
$3.75M Sell
2025
Q1
$3.43M Sell
2024
Q4
$3.72M Sell
2024
Q3
$3.46M Sell
2024
Q2
$2.92M Sell
2024
Q1
$3.12M Sell
2023
Q4
$3.16M Sell
2023
Q3
$2.8M Sell
2023
Q2
$3.21M Sell
2023
Q1
$3.12M Sell
2022
Q4
$3.36M Buy