Keebeck 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 | $347K | Buy |
331
+106
| +47% | +$111K | 0.05% | 259 |
|
2025
Q1 | $213K | Hold |
225
| – | – | 0.03% | 257 |
|
2024
Q4 | $231K | Hold |
225
| – | – | 0.03% | 253 |
|
2024
Q3 | $214K | Buy |
+225
| New | +$214K | 0.03% | 240 |
|
2023
Q4 | – | Sell |
-332
| Closed | -$215K | – | 263 |
|
2023
Q3 | $215K | Sell |
332
-3
| -0.9% | -$1.94K | 0.04% | 240 |
|
2023
Q2 | $232K | Hold |
335
| – | – | 0.03% | 244 |
|
2023
Q1 | $224K | Hold |
335
| – | – | 0.04% | 234 |
|
2022
Q4 | $237K | Buy |
+335
| New | +$237K | 0.04% | 217 |
|
2022
Q3 | – | Sell |
-436
| Closed | -$266K | – | 227 |
|
2022
Q2 | $266K | Sell |
436
-745
| -63% | -$455K | 0.05% | 199 |
|
2022
Q1 | $902K | Hold |
1,181
| – | – | 0.15% | 120 |
|
2021
Q4 | $1.08M | Hold |
1,181
| – | – | 0.19% | 103 |
|
2021
Q3 | $990K | Hold |
1,181
| – | – | 0.2% | 104 |
|
2021
Q2 | $1.03M | Hold |
1,181
| – | – | 0.15% | 119 |
|
2021
Q1 | $890K | Sell |
1,181
-60
| -5% | -$45.2K | 0.14% | 119 |
|
2020
Q4 | $895K | Hold |
1,241
| – | – | 0.16% | 106 |
|
2020
Q3 | $699K | Buy |
1,241
+21
| +2% | +$11.8K | 0.14% | 109 |
|
2020
Q2 | $663K | Hold |
1,220
| – | – | 0.21% | 90 |
|
2020
Q1 | $536K | Hold |
1,220
| – | – | 0.22% | 88 |
|
2019
Q4 | $613K | Buy |
+1,220
| New | +$613K | 0.19% | 88 |
|