GWM
Graybill Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.96M | Buy |
6,629
+183
| +3% | +$192K | 2.27% | 17 |
|
|
2025
Q1 | $6.1M | Buy |
+6,446
| New | +$6.1M | 2.09% | 19 |
|
|
2024
Q3 | $7.74M | Sell |
8,153
-216
| -3% | -$205K | 2.87% | 8 |
|
|
2024
Q2 | $6.59M | Buy |
8,369
+317
| +4% | +$250K | 2.67% | 11 |
|
|
2024
Q1 | $6.71M | Sell |
8,052
-36
| -0.4% | -$30K | 2.83% | 9 |
|
|
2023
Q4 | $6.57M | Sell |
8,088
-263
| -3% | -$214K | 2.91% | 8 |
|
|
2023
Q3 | $5.4M | Buy |
8,351
+23
| +0.3% | +$14.9K | 2.63% | 13 |
|
|
2023
Q2 | $5.76M | Buy |
8,328
+244
| +3% | +$169K | 2.73% | 11 |
|
|
2023
Q1 | $5.41M | Sell |
8,084
-112
| -1% | -$74.9K | 2.76% | 12 |
|
|
2022
Q4 | $5.81M | Hold |
8,196
| – | – | 3.15% | 7 |
|
|
2022
Q3 | $4.51M | Sell |
8,196
-160
| -2% | -$88K | 2.68% | 13 |
|
|
2022
Q2 | $5.09M | Buy |
8,356
+2,992
| +56% | +$1.82M | 2.82% | 9 |
|
|
2022
Q1 | $4.1M | Buy |
5,364
+451
| +9% | +$345K | 2% | 24 |
|
|
2021
Q4 | $4.5M | Buy |
4,913
+33
| +0.7% | +$30.2K | 2.04% | 21 |
|
|
2021
Q3 | $4.09M | Buy |
4,880
+22
| +0.5% | +$18.5K | 2.01% | 24 |
|
|
2021
Q2 | $4.25M | Sell |
4,858
-12
| -0.2% | -$10.5K | 2.1% | 22 |
|
|
2021
Q1 | $3.67M | Sell |
4,870
-1,488
| -23% | -$1.12M | 1.95% | 27 |
|
|
2020
Q4 | $4.59M | Sell |
6,358
-56
| -0.9% | -$40.4K | 2.59% | 14 |
|
|
2020
Q3 | $3.62M | Sell |
6,414
-48
| -0.7% | -$27.1K | 2.35% | 14 |
|
|
2020
Q2 | $3.52M | Sell |
6,462
-1,946
| -23% | -$1.06M | 2.59% | 14 |
|
|
2020
Q1 | $3.7M | Sell |
8,408
-230
| -3% | -$101K | 3.27% | 8 |
|
|
2019
Q4 | $4.34M | Buy |
8,638
+121
| +1% | +$60.8K | 2.71% | 13 |
|
|
2019
Q3 | $3.8M | Buy |
8,517
+31
| +0.4% | +$13.8K | 2.57% | 14 |
|
|
2019
Q2 | $3.98M | Buy |
8,486
+15
| +0.2% | +$7.04K | 2.73% | 17 |
|
|
2019
Q1 | $3.62M | Sell |
8,471
-5
| -0.1% | -$2.14K | 2.53% | 18 |
|
|
2018
Q4 | $3.33M | Buy |
+8,476
| New | +$3.33M | 2.78% | 14 |
|