EWM
Evermay Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
341
+10
| +3% | +$10.5K | 0.04% | 146 |
|
|
2025
Q1 | $313K | Sell |
331
-38
| -10% | -$36K | 0.04% | 159 |
|
|
2024
Q4 | $378K | Sell |
369
-5
| -1% | -$5.13K | 0.06% | 141 |
|
|
2024
Q3 | $355K | Sell |
374
-50
| -12% | -$47.5K | 0.06% | 145 |
|
|
2024
Q2 | $334K | Sell |
424
-25
| -6% | -$19.7K | 0.05% | 156 |
|
|
2024
Q1 | $374K | Sell |
449
-1
| -0.2% | -$834 | 0.06% | 153 |
|
|
2023
Q4 | $365K | Buy |
450
+29
| +7% | +$23.5K | 0.07% | 129 |
|
|
2023
Q3 | $272K | Sell |
421
-86
| -17% | -$55.6K | 0.06% | 138 |
|
|
2023
Q2 | $350K | Sell |
507
-29
| -5% | -$20K | 0.07% | 128 |
|
|
2023
Q1 | $359K | Sell |
536
-8
| -1% | -$5.35K | 0.07% | 119 |
|
|
2022
Q4 | $386K | Buy |
544
+15
| +3% | +$10.6K | 0.08% | 117 |
|
|
2022
Q3 | $291K | Buy |
529
+36
| +7% | +$19.8K | 0.06% | 135 |
|
|
2022
Q2 | $300K | Buy |
493
+51
| +12% | +$31K | 0.06% | 133 |
|
|
2022
Q1 | $338K | Buy |
442
+104
| +31% | +$79.5K | 0.06% | 145 |
|
|
2021
Q4 | $309K | Buy |
338
+5
| +2% | +$4.57K | 0.06% | 139 |
|
|
2021
Q3 | $279K | Sell |
333
-20
| -6% | -$16.8K | 0.05% | 137 |
|
|
2021
Q2 | $309K | Hold |
353
| – | – | 0.06% | 142 |
|
|
2021
Q1 | $266K | Buy |
353
+10
| +3% | +$7.54K | 0.05% | 149 |
|
|
2020
Q4 | $247K | Buy |
+343
| New | +$247K | 0.05% | 148 |
|