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