EWM
Empirical Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.74M | Sell |
6,421
-1,590
| -20% | -$1.67M | 0.15% | 110 |
|
|
2025
Q1 | $7.58M | Sell |
8,011
-8,289
| -51% | -$7.85M | 0.2% | 99 |
|
|
2024
Q4 | $16.7M | Buy |
16,300
+1,176
| +8% | +$1.21M | 0.45% | 42 |
|
|
2024
Q3 | $14.4M | Buy |
15,124
+1,854
| +14% | +$1.76M | 0.4% | 52 |
|
|
2024
Q2 | $10.4M | Buy |
13,270
+1,347
| +11% | +$1.06M | 0.31% | 65 |
|
|
2024
Q1 | $9.94M | Buy |
11,923
+4,923
| +70% | +$4.1M | 0.3% | 69 |
|
|
2023
Q4 | $5.68M | Sell |
7,000
-3,493
| -33% | -$2.84M | 0.19% | 95 |
|
|
2023
Q3 | $6.78M | Buy |
10,493
+1,438
| +16% | +$930K | 0.27% | 78 |
|
|
2023
Q2 | $6.26M | Buy |
9,055
+6,140
| +211% | +$4.24M | 0.25% | 80 |
|
|
2023
Q1 | $1.95M | Buy |
2,915
+140
| +5% | +$93.7K | 0.08% | 143 |
|
|
2022
Q4 | $1.97M | Sell |
2,775
-52
| -2% | -$36.8K | 0.09% | 138 |
|
|
2022
Q3 | $1.56M | Buy |
2,827
+4
| +0.1% | +$2.2K | 0.08% | 149 |
|
|
2022
Q2 | $1.72M | Sell |
2,823
-805
| -22% | -$490K | 0.09% | 146 |
|
|
2022
Q1 | $2.77M | Sell |
3,628
-112
| -3% | -$85.6K | 0.14% | 108 |
|
|
2021
Q4 | $3.42M | Buy |
3,740
+92
| +3% | +$84.2K | 0.17% | 93 |
|
|
2021
Q3 | $3.06M | Sell |
3,648
-219
| -6% | -$184K | 0.17% | 89 |
|
|
2021
Q2 | $3.38M | Buy |
3,867
+274
| +8% | +$240K | 0.21% | 80 |
|
|
2021
Q1 | $2.71M | Buy |
3,593
+97
| +3% | +$73.1K | 0.22% | 75 |
|
|
2020
Q4 | $2.52M | Buy |
3,496
+465
| +15% | +$336K | 0.19% | 76 |
|
|
2020
Q3 | $1.71M | Buy |
3,031
+59
| +2% | +$33.2K | 0.15% | 98 |
|
|
2020
Q2 | $1.62M | Sell |
2,972
-1,274
| -30% | -$693K | 0.15% | 97 |
|
|
2020
Q1 | $1.87M | Sell |
4,246
-108
| -2% | -$47.5K | 0.2% | 76 |
|
|
2019
Q4 | $2.19M | Buy |
4,354
+8
| +0.2% | +$4.02K | 0.24% | 66 |
|
|
2019
Q3 | $1.94M | Buy |
4,346
+118
| +3% | +$52.6K | 0.23% | 70 |
|
|
2019
Q2 | $1.98M | Buy |
+4,228
| New | +$1.98M | 0.26% | 64 |
|
|
2015
Q4 | – | Sell |
-1,053
| Closed | -$313K | – | 105 |
|
|
2015
Q3 | $313K | Hold |
1,053
| – | – | 0.07% | 90 |
|
|
2015
Q2 | $364K | Buy |
+1,053
| New | +$364K | 0.08% | 90 |
|