Laidlaw Wealth Management’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-542
| Closed | -$440K | – | 181 |
|
|
2023
Q4 | $440K | Sell |
542
-51
| -9% | -$41.4K | 0.16% | 143 |
|
|
2023
Q3 | $384K | Sell |
593
-226
| -28% | -$146K | 0.13% | 176 |
|
|
2023
Q2 | $566K | Sell |
819
-70
| -8% | -$48.4K | 0.11% | 188 |
|
|
2023
Q1 | $595K | Sell |
889
-4
| -0.4% | -$2.68K | 0.12% | 186 |
|
|
2022
Q4 | $633K | Buy |
893
+41
| +5% | +$29.1K | 0.14% | 167 |
|
|
2022
Q3 | $469K | Buy |
852
+63
| +8% | +$34.7K | 0.11% | 181 |
|
|
2022
Q2 | $480K | Buy |
789
+53
| +7% | +$32.2K | 0.1% | 203 |
|
|
2022
Q1 | $563K | Buy |
736
+17
| +2% | +$13K | 0.09% | 203 |
|
|
2021
Q4 | $659K | Buy |
719
+56
| +8% | +$51.3K | 0.11% | 192 |
|
|
2021
Q3 | $556K | Buy |
663
+7
| +1% | +$5.87K | 0.14% | 144 |
|
|
2021
Q2 | $574K | Buy |
656
+5
| +0.8% | +$4.38K | 0.15% | 135 |
|
|
2021
Q1 | $491K | Buy |
651
+100
| +18% | +$75.4K | 0.17% | 125 |
|
|
2020
Q4 | $398K | Buy |
551
+33
| +6% | +$23.8K | 0.08% | 223 |
|
|
2020
Q3 | $292K | Buy |
518
+18
| +4% | +$10.1K | 0.13% | 157 |
|
|
2020
Q2 | $272K | Sell |
500
-1
| -0.2% | -$544 | 0.14% | 139 |
|
|
2020
Q1 | $220K | Hold |
501
| – | – | 0.14% | 136 |
|
|
2019
Q4 | $252K | Buy |
+501
| New | +$252K | 0.16% | 140 |
|