HB Wealth 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
$6.56M Sell
6,248
-1,956
-24% -$2.05M 0.05% 185
2025
Q1
$7.77M Buy
8,204
+1,787
+28% +$1.69M 0.07% 164
2024
Q4
$6.58M Buy
+6,417
New +$6.58M 0.07% 136
2024
Q3
Sell
-3,417
Closed -$2.69M 962
2024
Q2
$2.69M Buy
3,417
+105
+3% +$82.7K 0.03% 222
2024
Q1
$2.76M Buy
3,312
+456
+16% +$380K 0.03% 203
2023
Q4
$2.32M Buy
2,856
+381
+15% +$309K 0.03% 201
2023
Q3
$1.6M Sell
2,475
-124
-5% -$80.2K 0.03% 239
2023
Q2
$1.8M Buy
2,599
+97
+4% +$67K 0.03% 218
2023
Q1
$1.67M Sell
2,502
-42
-2% -$28.1K 0.03% 220
2022
Q4
$1.8M Buy
2,544
+227
+10% +$161K 0.03% 209
2022
Q3
$1.28M Buy
2,317
+435
+23% +$239K 0.03% 226
2022
Q2
$1.15M Buy
1,882
+191
+11% +$116K 0.02% 237
2022
Q1
$1.29M Buy
1,691
+304
+22% +$232K 0.02% 236
2021
Q4
$1.27M Buy
+1,387
New +$1.27M 0.03% 207