Klingman & Associates’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.13M | Buy |
1,075
+391
| +57% | +$410K | 0.06% | 107 |
|
2025
Q1 | $647K | Buy |
684
+193
| +39% | +$183K | 0.04% | 131 |
|
2024
Q4 | $503K | Buy |
491
+3
| +0.6% | +$3.08K | 0.03% | 150 |
|
2024
Q3 | $463K | Buy |
+488
| New | +$463K | 0.03% | 166 |
|
2023
Q3 | – | Sell |
-390
| Closed | -$270K | – | 221 |
|
2023
Q2 | $270K | Buy |
+390
| New | +$270K | 0.02% | 179 |
|
2016
Q4 | – | Sell |
-100
| Closed | -$36K | – | 123 |
|
2016
Q3 | $36K | Buy |
+100
| New | +$36K | 0.01% | 208 |
|