Patten & Patten’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Hold
257
0.02% 278
2025
Q1
$243K Buy
257
+5
+2% +$4.73K 0.02% 288
2024
Q4
$258K Sell
252
-6
-2% -$6.15K 0.02% 279
2024
Q3
$245K Sell
258
-1
-0.4% -$950 0.02% 281
2024
Q2
$204K Buy
259
+7
+3% +$5.51K 0.01% 296
2024
Q1
$210K Hold
252
0.02% 293
2023
Q4
$205K Buy
+252
New +$205K 0.02% 278
2021
Q3
Sell
-232
Closed -$203K 279
2021
Q2
$203K Buy
+232
New +$203K 0.02% 268