Crewe 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 | $70.3K | Hold |
67
| – | – | 0.01% | 260 |
|
|
2025
Q1 | $63.2K | Hold |
67
| – | – | 0.01% | 252 |
|
|
2024
Q4 | $68.2K | Sell |
67
-133
| -67% | -$135K | 0.01% | 252 |
|
|
2024
Q3 | $190K | Buy |
200
+2
| +1% | +$1.9K | 0.02% | 147 |
|
|
2024
Q2 | $156K | Sell |
198
-25
| -11% | -$19.7K | 0.02% | 204 |
|
|
2024
Q1 | $186K | Buy |
+223
| New | +$186K | 0.02% | 177 |
|
|
2023
Q3 | – | Sell |
-53
| Closed | -$36.5K | – | 627 |
|
|
2023
Q2 | $36.5K | Sell |
53
-26
| -33% | -$17.9K | 0.01% | 297 |
|
|
2023
Q1 | $52.6K | Sell |
79
-25
| -24% | -$16.6K | 0.01% | 305 |
|
|
2022
Q4 | $73.9K | Sell |
104
-55
| -35% | -$39.1K | 0.01% | 262 |
|
|
2022
Q3 | $87K | Buy |
159
+15
| +10% | +$8.21K | 0.02% | 240 |
|
|
2022
Q2 | $87K | Buy |
144
+82
| +132% | +$49.5K | 0.02% | 223 |
|
|
2022
Q1 | $48K | Buy |
62
+20
| +48% | +$15.5K | 0.01% | 228 |
|
|
2021
Q4 | $38K | Buy |
+42
| New | +$38K | 0.01% | 212 |
|
|
2020
Q4 | – | Sell |
-7
| Closed | -$4K | – | 469 |
|
|
2020
Q3 | $4K | Buy |
+7
| New | +$4K | ﹤0.01% | 383 |
|
|
2019
Q2 | – | Sell |
-75
| Closed | -$32K | – | 300 |
|
|
2019
Q1 | $32K | Hold |
75
| – | – | 0.01% | 137 |
|
|
2018
Q4 | $29K | Hold |
75
| – | – | 0.01% | 142 |
|
|
2018
Q3 | $35K | Hold |
75
| – | – | 0.03% | 143 |
|
|
2018
Q2 | $37K | Hold |
75
| – | – | 0.03% | 139 |
|
|
2018
Q1 | $41K | Hold |
75
| – | – | 0.04% | 129 |
|
|
2017
Q4 | $39K | Buy |
+75
| New | +$39K | 0.04% | 136 |
|