Montag & Associates’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 | $1.08M | Buy |
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|
2025
Q2 | $789K | Buy |
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|
2025
Q1 | $702K | Hold |
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|
2024
Q4 | $761K | Sell |
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|
2024
Q3 | $728K | Buy |
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|
2024
Q2 | $602K | Sell |
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|
2024
Q1 | $3.24M | Buy |
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|
2023
Q4 | $3.15M | Buy |
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|
2023
Q3 | $2.34M | Buy |
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|
2023
Q2 | $558K | Buy |
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|
2023
Q1 | $80.3K | Hold |
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|
2022
Q4 | $85K | Sell |
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|
2022
Q3 | $132K | Hold |
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|
2022
Q2 | $146K | Hold |
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|
2022
Q1 | $183K | Sell |
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|
2021
Q4 | $311K | Hold |
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|
2021
Q3 | $285K | Buy |
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|
2021
Q2 | $262K | Hold |
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|
2021
Q1 | $226K | Hold |
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|
2020
Q4 | $216K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $275K | Sell |
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|
2018
Q3 | $344K | Buy |
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