Forum Financial 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
$1.52M Sell
1,445
-90
-6% -$94.4K 0.02% 156
2025
Q1
$1.45M Sell
1,535
-16
-1% -$15.1K 0.02% 162
2024
Q4
$1.59M Buy
1,551
+266
+21% +$273K 0.03% 148
2024
Q3
$1.22M Buy
1,285
+2
+0.2% +$1.9K 0.02% 159
2024
Q2
$1.01M Buy
1,283
+24
+2% +$18.9K 0.02% 176
2024
Q1
$1.05M Buy
1,259
+5
+0.4% +$4.17K 0.02% 184
2023
Q4
$1.02M Buy
1,254
+1
+0.1% +$812 0.02% 162
2023
Q3
$810K Sell
1,253
-6
-0.5% -$3.88K 0.02% 184
2023
Q2
$870K Buy
1,259
+55
+5% +$38K 0.02% 178
2023
Q1
$806K Buy
1,204
+5
+0.4% +$3.35K 0.02% 170
2022
Q4
$850K Buy
1,199
+104
+9% +$73.7K 0.03% 155
2022
Q3
$603K Buy
1,095
+46
+4% +$25.3K 0.03% 188
2022
Q2
$639K Sell
1,049
-165
-14% -$101K 0.03% 190
2022
Q1
$927K Buy
1,214
+75
+7% +$57.3K 0.04% 135
2021
Q4
$1.04M Buy
+1,139
New +$1.04M 0.05% 121