Live Oak Private Wealth’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.39M | Hold |
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|
2025
Q2 | $1.25M | Buy |
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|
2025
Q1 | $1.04M | Hold |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $925K | Buy |
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|
2024
Q1 | $977K | Hold |
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|
2023
Q4 | $951K | Hold |
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|
2023
Q3 | $758K | Hold |
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|
2023
Q2 | $810K | Buy |
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|
2023
Q1 | $778K | Buy |
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|
2022
Q4 | $823K | Hold |
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|
2022
Q3 | $639K | Sell |
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|
2022
Q2 | $719K | Buy |
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|
2022
Q1 | $882K | Sell |
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|
2021
Q4 | $1.08M | Hold |
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|
2021
Q3 | $990K | Buy |
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|
2021
Q2 | $332K | Hold |
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|
2021
Q1 | $287K | Hold |
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|
2020
Q4 | $274K | Hold |
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|
2020
Q3 | $214K | Sell |
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|
2020
Q2 | $235K | Buy |
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