Laurel Wealth Advisors (North Carolina)’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.63M Buy
1,705,899
+1,704,280
+105,267% +$1.62M 0.02% 213
2025
Q1
$1.53M Buy
1,619
+40
+3% +$37.9K 0.24% 89
2024
Q4
$1.62M Buy
+1,579
New +$1.62M 0.25% 87
2024
Q3
Sell
-1,582
Closed -$1.25M 705
2024
Q2
$1.25M Hold
1,582
0.22% 95
2024
Q1
$1.32M Hold
1,582
0.22% 94
2023
Q4
$1.28M Sell
1,582
-47
-3% -$38.2K 0.24% 85
2023
Q3
$1.05M Sell
1,629
-98
-6% -$63.3K 0.22% 87
2023
Q2
$1.19M Sell
1,727
-76
-4% -$52.5K 0.24% 85
2023
Q1
$1.21M Buy
1,803
+103
+6% +$68.9K 0.26% 82
2022
Q4
$1.2M Buy
1,700
+50
+3% +$35.4K 0.27% 83
2022
Q3
$908K Buy
1,650
+13
+0.8% +$7.15K 0.23% 86
2022
Q2
$997K Buy
1,637
+60
+4% +$36.5K 0.24% 83
2022
Q1
$1.21M Sell
1,577
-309
-16% -$236K 0.25% 84
2021
Q4
$1.73M Sell
1,886
-65
-3% -$59.5K 0.35% 68
2021
Q3
$1.64M Buy
1,951
+3
+0.2% +$2.52K 0.36% 70
2021
Q2
$1.7M Buy
1,948
+124
+7% +$108K 0.37% 68
2021
Q1
$1.38M Sell
1,824
-91
-5% -$68.6K 0.33% 69
2020
Q4
$1.38M Sell
1,915
-8
-0.4% -$5.77K 0.36% 69
2020
Q3
$1.08M Sell
1,923
-125
-6% -$70.5K 0.32% 69
2020
Q2
$1.11M Buy
2,048
+335
+20% +$182K 0.37% 71
2020
Q1
$754K Sell
1,713
-17
-1% -$7.48K 0.28% 78
2019
Q4
$870K Sell
1,730
-55
-3% -$27.7K 0.27% 73
2019
Q3
$796K Sell
1,785
-70
-4% -$31.2K 0.27% 75
2019
Q2
$871K Hold
1,855
0.31% 72
2019
Q1
$793K Hold
1,855
0.29% 75
2018
Q4
$729K Buy
+1,855
New +$729K 0.29% 74