McKinley Carter Wealth Services’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Sell |
413
-10
| -2% | -$10.5K | 0.02% | 227 |
|
|
2025
Q1 | $400K | Buy |
423
+24
| +6% | +$22.7K | 0.02% | 228 |
|
|
2024
Q4 | $409K | Buy |
399
+9
| +2% | +$9.24K | 0.03% | 220 |
|
|
2024
Q3 | $370K | Hold |
390
| – | – | 0.02% | 233 |
|
|
2024
Q2 | $307K | Sell |
390
-15
| -4% | -$11.8K | 0.02% | 254 |
|
|
2024
Q1 | $338K | Hold |
405
| – | – | 0.02% | 246 |
|
|
2023
Q4 | $329K | Sell |
405
-69
| -15% | -$56K | 0.02% | 243 |
|
|
2023
Q3 | $307K | Buy |
474
+46
| +11% | +$29.7K | 0.02% | 244 |
|
|
2023
Q2 | $296K | Sell |
428
-69
| -14% | -$47.7K | 0.02% | 250 |
|
|
2023
Q1 | $332K | Buy |
497
+81
| +19% | +$54.2K | 0.03% | 245 |
|
|
2022
Q4 | $295K | Hold |
416
| – | – | 0.03% | 243 |
|
|
2022
Q3 | $229K | Sell |
416
-35
| -8% | -$19.3K | 0.02% | 261 |
|
|
2022
Q2 | $275K | Buy |
451
+24
| +6% | +$14.6K | 0.02% | 252 |
|
|
2022
Q1 | $327K | Sell |
427
-31
| -7% | -$23.7K | 0.03% | 234 |
|
|
2021
Q4 | $420K | Hold |
458
| – | – | 0.03% | 208 |
|
|
2021
Q3 | $384K | Hold |
458
| – | – | 0.03% | 212 |
|
|
2021
Q2 | $401K | Sell |
458
-9
| -2% | -$7.88K | 0.03% | 212 |
|
|
2021
Q1 | $352K | Buy |
467
+29
| +7% | +$21.9K | 0.03% | 223 |
|
|
2020
Q4 | $317K | Sell |
438
-487
| -53% | -$352K | 0.04% | 209 |
|
|
2020
Q3 | $521K | Sell |
925
-179
| -16% | -$101K | 0.12% | 96 |
|
|
2020
Q2 | $601K | Sell |
1,104
-2,291
| -67% | -$1.25M | 0.15% | 89 |
|
|
2020
Q1 | $1.49M | Buy |
3,395
+182
| +6% | +$80.1K | 0.45% | 50 |
|
|
2019
Q4 | $1.62M | Buy |
3,213
+187
| +6% | +$94K | 0.38% | 58 |
|
|
2019
Q3 | $1.35M | Buy |
3,026
+168
| +6% | +$74.9K | 0.35% | 64 |
|
|
2019
Q2 | $1.34M | Buy |
2,858
+58
| +2% | +$27.2K | 0.36% | 62 |
|
|
2019
Q1 | $1.2M | Buy |
2,800
+192
| +7% | +$82.1K | 0.34% | 64 |
|
|
2018
Q4 | $1.02M | Buy |
2,608
+1,027
| +65% | +$403K | 0.34% | 68 |
|
|
2018
Q3 | $745K | Buy |
1,581
+314
| +25% | +$148K | 0.22% | 83 |
|
|
2018
Q2 | $632K | Buy |
1,267
+135
| +12% | +$67.3K | 0.2% | 87 |
|
|
2018
Q1 | $613K | Buy |
1,132
+38
| +3% | +$20.6K | 0.2% | 89 |
|
|
2017
Q4 | $562K | Buy |
1,094
+282
| +35% | +$145K | 0.19% | 91 |
|
|
2017
Q3 | $363K | Buy |
812
+48
| +6% | +$21.5K | 0.14% | 106 |
|
|
2017
Q2 | $323K | Buy |
764
+59
| +8% | +$24.9K | 0.14% | 97 |
|
|
2017
Q1 | $270K | Buy |
705
+101
| +17% | +$38.7K | 0.13% | 105 |
|
|
2016
Q4 | $230K | Sell |
604
-79
| -12% | -$30.1K | 0.12% | 114 |
|
|
2016
Q3 | $248K | Hold |
683
| – | – | 0.13% | 105 |
|
|
2016
Q2 | $234K | Buy |
683
+1
| +0.1% | +$343 | 0.12% | 111 |
|
|
2016
Q1 | $232K | Buy |
682
+37
| +6% | +$12.6K | 0.13% | 115 |
|
|
2015
Q4 | $220K | Buy |
+645
| New | +$220K | 0.13% | 105 |
|
|
2015
Q3 | – | Sell |
-589
| Closed | -$204K | – | 112 |
|
|
2015
Q2 | $204K | Buy |
+589
| New | +$204K | 0.11% | 117 |
|