MTC
McDaniel Terry & Co’s Blackrock BLK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $278K | Hold |
265
| – | – | 0.02% | 83 |
|
2025
Q1 | $251K | Hold |
265
| – | – | 0.02% | 93 |
|
2024
Q4 | $272K | Hold |
265
| – | – | 0.02% | 87 |
|
2024
Q3 | $252K | Hold |
265
| – | – | 0.02% | 90 |
|
2024
Q2 | $209K | Sell |
265
-15
| -5% | -$11.8K | 0.02% | 93 |
|
2024
Q1 | $233K | Buy |
280
+15
| +6% | +$12.5K | 0.02% | 100 |
|
2023
Q4 | $215K | Buy |
+265
| New | +$215K | 0.02% | 84 |
|
2022
Q4 | – | Sell |
-546
| Closed | -$300K | – | 90 |
|
2022
Q3 | $300K | Sell |
546
-197
| -27% | -$108K | 0.04% | 72 |
|
2022
Q2 | $453K | Buy |
743
+153
| +26% | +$93.3K | 0.06% | 60 |
|
2022
Q1 | $451K | Sell |
590
-176
| -23% | -$135K | 0.05% | 63 |
|
2021
Q4 | $701K | Buy |
766
+176
| +30% | +$161K | 0.07% | 58 |
|
2021
Q3 | $495K | Hold |
590
| – | – | 0.06% | 55 |
|
2021
Q2 | $516K | Hold |
590
| – | – | 0.06% | 56 |
|
2021
Q1 | $445K | Hold |
590
| – | – | 0.05% | 58 |
|
2020
Q4 | $426K | Hold |
590
| – | – | 0.05% | 57 |
|
2020
Q3 | $332K | Hold |
590
| – | – | 0.05% | 63 |
|
2020
Q2 | $321K | Hold |
590
| – | – | 0.05% | 63 |
|
2020
Q1 | $260K | Hold |
590
| – | – | 0.05% | 61 |
|
2019
Q4 | $297K | Hold |
590
| – | – | 0.04% | 67 |
|
2019
Q3 | $263K | Buy |
+590
| New | +$263K | 0.04% | 68 |
|