Evergreen Capital 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
$8.98M Buy
8,558
+193
+2% +$203K 0.27% 103
2025
Q1
$7.92M Sell
8,365
-271
-3% -$257K 0.27% 113
2024
Q4
$8.85M Buy
8,636
+250
+3% +$256K 0.29% 95
2024
Q3
$7.96M Buy
8,386
+219
+3% +$208K 0.27% 107
2024
Q2
$6.43M Buy
8,167
+519
+7% +$409K 0.23% 120
2024
Q1
$6.38M Sell
7,648
-2,114
-22% -$1.76M 0.24% 112
2023
Q4
$7.92M Sell
9,762
-161
-2% -$131K 0.32% 92
2023
Q3
$6.42M Buy
9,923
+64
+0.6% +$41.4K 0.28% 108
2023
Q2
$6.81M Buy
9,859
+33
+0.3% +$22.8K 0.28% 106
2023
Q1
$6.57M Buy
9,826
+160
+2% +$107K 0.3% 99
2022
Q4
$6.85M Buy
9,666
+179
+2% +$127K 0.32% 89
2022
Q3
$5.22M Sell
9,487
-47
-0.5% -$25.9K 0.27% 107
2022
Q2
$5.81M Buy
9,534
+1,381
+17% +$841K 0.3% 98
2022
Q1
$6.23M Buy
8,153
+825
+11% +$631K 0.25% 112
2021
Q4
$6.71M Buy
7,328
+526
+8% +$482K 0.27% 103
2021
Q3
$5.7M Buy
6,802
+794
+13% +$666K 0.26% 105
2021
Q2
$5.26M Buy
6,008
+342
+6% +$299K 0.25% 105
2021
Q1
$4.27M Buy
5,666
+551
+11% +$415K 0.22% 114
2020
Q4
$3.69M Buy
5,115
+738
+17% +$533K 0.22% 111
2020
Q3
$2.47M Buy
4,377
+268
+7% +$151K 0.17% 130
2020
Q2
$2.24M Buy
4,109
+539
+15% +$293K 0.17% 125
2020
Q1
$1.57M Buy
3,570
+1,178
+49% +$518K 0.15% 127
2019
Q4
$1.2M Buy
2,392
+8
+0.3% +$4.02K 0.1% 157
2019
Q3
$1.06M Sell
2,384
-179
-7% -$79.7K 0.1% 157
2019
Q2
$1.2M Buy
2,563
+5
+0.2% +$2.35K 0.11% 146
2019
Q1
$1.09M Buy
2,558
+78
+3% +$33.3K 0.11% 147
2018
Q4
$974K Buy
2,480
+44
+2% +$17.3K 0.1% 150
2018
Q3
$1.15M Buy
2,436
+42
+2% +$19.8K 0.1% 147
2018
Q2
$1.2M Buy
2,394
+1,684
+237% +$841K 0.11% 135
2018
Q1
$385K Buy
+710
New +$385K 0.04% 220