Obermeyer Wealth Partners’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $823K | Buy |
784
+8
| +1% | +$8.39K | 0.04% | 118 |
|
|
2025
Q1 | $734K | Buy |
776
+128
| +20% | +$121K | 0.04% | 119 |
|
|
2024
Q4 | $664K | Buy |
648
+9
| +1% | +$9.23K | 0.03% | 123 |
|
|
2024
Q3 | $607K | Sell |
639
-13
| -2% | -$12.3K | 0.03% | 135 |
|
|
2024
Q2 | $513K | Buy |
652
+72
| +12% | +$56.7K | 0.03% | 142 |
|
|
2024
Q1 | $484K | Sell |
580
-26
| -4% | -$21.7K | 0.03% | 145 |
|
|
2023
Q4 | $492K | Sell |
606
-45
| -7% | -$36.5K | 0.03% | 113 |
|
|
2023
Q3 | $421K | Sell |
651
-10
| -2% | -$6.47K | 0.03% | 123 |
|
|
2023
Q2 | $457K | Hold |
661
| – | – | 0.03% | 125 |
|
|
2023
Q1 | $442K | Sell |
661
-10
| -1% | -$6.69K | 0.03% | 122 |
|
|
2022
Q4 | $475K | Buy |
671
+102
| +18% | +$72.3K | 0.04% | 119 |
|
|
2022
Q3 | $313K | Sell |
569
-60
| -10% | -$33K | 0.03% | 143 |
|
|
2022
Q2 | $383K | Sell |
629
-3
| -0.5% | -$1.83K | 0.03% | 126 |
|
|
2022
Q1 | $483K | Buy |
632
+4
| +0.6% | +$3.06K | 0.03% | 125 |
|
|
2021
Q4 | $575K | Buy |
628
+82
| +15% | +$75.1K | 0.03% | 112 |
|
|
2021
Q3 | $458K | Buy |
546
+119
| +28% | +$99.8K | 0.03% | 128 |
|
|
2021
Q2 | $374K | Hold |
427
| – | – | 0.02% | 145 |
|
|
2021
Q1 | $322K | Buy |
+427
| New | +$322K | 0.02% | 159 |
|