Palumbo Wealth Management’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$442K Sell
421
-30
-7% -$31.5K 0.14% 115
2025
Q1
$427K Buy
451
+76
+20% +$71.9K 0.14% 102
2024
Q4
$384K Buy
375
+2
+0.5% +$2.05K 0.14% 105
2024
Q3
$354K Buy
373
+2
+0.5% +$1.9K 0.14% 107
2024
Q2
$292K Buy
371
+2
+0.5% +$1.58K 0.12% 105
2024
Q1
$308K Buy
369
+2
+0.5% +$1.67K 0.14% 103
2023
Q4
$298K Sell
367
-12
-3% -$9.74K 0.15% 99
2023
Q3
$245K Buy
379
+3
+0.8% +$1.94K 0.13% 102
2023
Q2
$260K Buy
376
+2
+0.5% +$1.38K 0.16% 91
2023
Q1
$250K Sell
374
-1
-0.3% -$669 0.17% 79
2022
Q4
$266K Sell
375
-5
-1% -$3.55K 0.21% 72
2022
Q3
$209K Buy
380
+2
+0.5% +$1.1K 0.18% 75
2022
Q2
$230K Buy
378
+3
+0.8% +$1.83K 0.18% 75
2022
Q1
$286K Buy
375
+2
+0.5% +$1.53K 0.18% 78
2021
Q4
$341K Sell
373
-7
-2% -$6.4K 0.21% 72
2021
Q3
$319K Sell
380
-62
-14% -$52K 0.21% 75
2021
Q2
$387K Buy
442
+2
+0.5% +$1.75K 0.26% 73
2021
Q1
$332K Sell
440
-6
-1% -$4.53K 0.25% 73
2020
Q4
$322K Buy
+446
New +$322K 0.26% 70