EWM
Evercore Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116M | Sell |
110,130
-2,345
| -2% | -$2.46M | 1.8% | 17 |
|
|
2025
Q1 | $106M | Sell |
112,475
-3,187
| -3% | -$3.02M | 1.71% | 22 |
|
|
2024
Q4 | $119M | Sell |
115,662
-413
| -0.4% | -$423K | 1.78% | 21 |
|
|
2024
Q3 | $110M | Buy |
116,075
+3,638
| +3% | +$3.45M | 1.65% | 23 |
|
|
2024
Q2 | $88.5M | Sell |
112,437
-934
| -0.8% | -$735K | 1.39% | 29 |
|
|
2024
Q1 | $94.5M | Sell |
113,371
-61
| -0.1% | -$50.9K | 1.48% | 27 |
|
|
2023
Q4 | $92.1M | Sell |
113,432
-862
| -0.8% | -$700K | 1.54% | 27 |
|
|
2023
Q3 | $73.9M | Buy |
114,294
+384
| +0.3% | +$248K | 1.38% | 29 |
|
|
2023
Q2 | $78.7M | Buy |
113,910
+833
| +0.7% | +$576K | 1.44% | 29 |
|
|
2023
Q1 | $75.7M | Sell |
113,077
-27
| -0% | -$18.1K | 1.51% | 26 |
|
|
2022
Q4 | $80.1M | Buy |
113,104
+418
| +0.4% | +$296K | 1.68% | 23 |
|
|
2022
Q3 | $62M | Buy |
112,686
+1,864
| +2% | +$1.03M | 1.4% | 26 |
|
|
2022
Q2 | $67.5M | Buy |
110,822
+259
| +0.2% | +$158K | 1.42% | 26 |
|
|
2022
Q1 | $84.5M | Buy |
110,563
+214
| +0.2% | +$164K | 1.49% | 25 |
|
|
2021
Q4 | $101M | Sell |
110,349
-135
| -0.1% | -$124K | 1.64% | 20 |
|
|
2021
Q3 | $92.7M | Buy |
110,484
+23
| +0% | +$19.3K | 1.68% | 19 |
|
|
2021
Q2 | $96.7M | Sell |
110,461
-250
| -0.2% | -$219K | 1.77% | 20 |
|
|
2021
Q1 | $83.5M | Buy |
110,711
+1,488
| +1% | +$1.12M | 1.65% | 22 |
|
|
2020
Q4 | $78.8M | Buy |
109,223
+474
| +0.4% | +$342K | 1.7% | 21 |
|
|
2020
Q3 | $61.3M | Buy |
108,749
+1,408
| +1% | +$793K | 1.5% | 24 |
|
|
2020
Q2 | $58.4M | Sell |
107,341
-314
| -0.3% | -$171K | 1.56% | 20 |
|
|
2020
Q1 | $47.4M | Buy |
107,655
+2,081
| +2% | +$916K | 1.56% | 22 |
|
|
2019
Q4 | $53.1M | Sell |
105,574
-548
| -0.5% | -$275K | 1.43% | 26 |
|
|
2019
Q3 | $47.3M | Buy |
106,122
+3,603
| +4% | +$1.61M | 1.39% | 25 |
|
|
2019
Q2 | $48.1M | Buy |
102,519
+4,334
| +4% | +$2.03M | 1.46% | 23 |
|
|
2019
Q1 | $42M | Buy |
98,185
+24
| +0% | +$10.3K | 1.35% | 27 |
|
|
2018
Q4 | $38.6M | Buy |
98,161
+958
| +1% | +$376K | 1.46% | 25 |
|
|
2018
Q3 | $45.8M | Buy |
97,203
+2,129
| +2% | +$1M | 1.46% | 22 |
|
|
2018
Q2 | $47.4M | Buy |
95,074
+5,650
| +6% | +$2.82M | 1.62% | 20 |
|
|
2018
Q1 | $48.4M | Sell |
89,424
-2,718
| -3% | -$1.47M | 1.85% | 15 |
|
|
2017
Q4 | $47.3M | Sell |
92,142
-1,255
| -1% | -$645K | 1.76% | 19 |
|
|
2017
Q3 | $41.8M | Buy |
93,397
+787
| +0.8% | +$352K | 1.63% | 21 |
|
|
2017
Q2 | $39.1M | Buy |
92,610
+342
| +0.4% | +$144K | 1.51% | 24 |
|
|
2017
Q1 | $35.4M | Buy |
92,268
+21,752
| +31% | +$8.34M | 1.38% | 28 |
|
|
2016
Q4 | $26.8M | Buy |
70,516
+64,403
| +1,054% | +$24.5M | 1.11% | 36 |
|
|
2016
Q3 | $2.22M | Buy |
6,113
+388
| +7% | +$141K | 0.09% | 125 |
|
|
2016
Q2 | $1.96M | Buy |
5,725
+60
| +1% | +$20.6K | 0.09% | 131 |
|
|
2016
Q1 | $1.93M | Buy |
5,665
+103
| +2% | +$35.1K | 0.09% | 128 |
|
|
2015
Q4 | $1.89M | Buy |
5,562
+251
| +5% | +$85.5K | 0.09% | 134 |
|
|
2015
Q3 | $1.58M | Buy |
5,311
+104
| +2% | +$30.9K | 0.08% | 146 |
|
|
2015
Q2 | $1.8M | Buy |
5,207
+763
| +17% | +$263K | 0.08% | 146 |
|
|
2015
Q1 | $1.63M | Buy |
4,444
+473
| +12% | +$173K | 0.07% | 154 |
|
|
2014
Q4 | $1.42M | Buy |
3,971
+162
| +4% | +$57.9K | 0.07% | 148 |
|
|
2014
Q3 | $1.25M | Buy |
3,809
+533
| +16% | +$175K | 0.06% | 169 |
|
|
2014
Q2 | $1.05M | Sell |
3,276
-19
| -0.6% | -$6.08K | 0.05% | 182 |
|
|
2014
Q1 | $1.04M | Sell |
3,295
-120
| -4% | -$37.7K | 0.06% | 183 |
|
|
2013
Q4 | $1.08M | Buy |
3,415
+909
| +36% | +$289K | 0.06% | 183 |
|
|
2013
Q3 | $680K | Sell |
2,506
-428
| -15% | -$116K | 0.04% | 242 |
|
|
2013
Q2 | $755K | Buy |
+2,934
| New | +$755K | 0.04% | 234 |
|