Congress 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 | $4.93M | Buy |
4,701
+1,754
| +60% | +$1.84M | 0.05% | 388 |
|
|
2025
Q1 | $2.8M | Buy |
2,947
+2,131
| +261% | +$2.02M | 0.03% | 432 |
|
|
2024
Q4 | $837K | Buy |
816
+213
| +35% | +$218K | 0.01% | 548 |
|
|
2024
Q3 | $573K | Buy |
603
+160
| +36% | +$152K | 0.01% | 617 |
|
|
2024
Q2 | $349K | Sell |
443
-54
| -11% | -$42.6K | 0.01% | 584 |
|
|
2024
Q1 | $415K | Sell |
497
-11
| -2% | -$9.19K | 0.01% | 467 |
|
|
2023
Q4 | $413K | Sell |
508
-2,082
| -80% | -$1.69M | 0.01% | 492 |
|
|
2023
Q3 | $1.67M | Buy |
2,590
+2,112
| +442% | +$1.37M | 0.03% | 323 |
|
|
2023
Q2 | $331K | Buy |
478
+6
| +1% | +$4.15K | 0.01% | 474 |
|
|
2023
Q1 | $316K | Sell |
472
-4
| -0.8% | -$2.68K | 0.01% | 479 |
|
|
2022
Q4 | $337K | Sell |
476
-34
| -7% | -$24.1K | 0.01% | 459 |
|
|
2022
Q3 | $280K | Buy |
510
+62
| +14% | +$34K | 0.01% | 478 |
|
|
2022
Q2 | $273K | Sell |
448
-110
| -20% | -$67K | 0.01% | 491 |
|
|
2022
Q1 | $426K | Sell |
558
-62
| -10% | -$47.3K | 0.01% | 460 |
|
|
2021
Q4 | $568K | Buy |
+620
| New | +$568K | 0.01% | 445 |
|