Dougherty Wealth Advisers’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 | $133K | Hold |
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|
2025
Q2 | $120K | Hold |
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|
2025
Q1 | $108K | Hold |
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|
2024
Q4 | $117K | Hold |
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|
2024
Q3 | $108K | Hold |
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|
2024
Q2 | $89.8K | Hold |
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|
2024
Q1 | $95K | Hold |
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|
2023
Q4 | $92.5K | Hold |
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|
2023
Q3 | $73.7K | Hold |
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|
2023
Q2 | $78.8K | Hold |
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|
2023
Q1 | $76.3K | Hold |
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|
2022
Q4 | $80.8K | Hold |
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|
2022
Q3 | $63K | Hold |
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|
2022
Q2 | $69K | Hold |
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|
2022
Q1 | $87K | Sell |
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|
2021
Q4 | $255K | Hold |
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|
2021
Q3 | $234K | Hold |
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|
2021
Q2 | $244K | Hold |
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|
2021
Q1 | $210K | Hold |
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|
2020
Q4 | $201K | Hold |
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|
2020
Q3 | $157K | Hold |
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|
2020
Q2 | $152K | Hold |
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|
2020
Q1 | $123K | Hold |
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|
2019
Q4 | $140K | Hold |
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|
2019
Q3 | $124K | Hold |
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|
2019
Q2 | $131K | Hold |
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|
2019
Q1 | $119K | Hold |
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|
2018
Q4 | $116K | Buy |
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