Plante Moran Financial Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Buy |
127
+36
| +40% | +$37.8K | 0.01% | 200 |
|
|
2025
Q1 | $86.1K | Sell |
91
-25
| -22% | -$23.7K | 0.01% | 266 |
|
|
2024
Q4 | $119K | Buy |
116
+3
| +3% | +$3.08K | 0.01% | 231 |
|
|
2024
Q3 | $107K | Sell |
113
-5
| -4% | -$4.75K | 0.01% | 271 |
|
|
2024
Q2 | $92.9K | Sell |
118
-9
| -7% | -$7.09K | 0.01% | 255 |
|
|
2024
Q1 | $106K | Buy |
127
+15
| +13% | +$12.5K | 0.01% | 241 |
|
|
2023
Q4 | $90.9K | Sell |
112
-9
| -7% | -$7.31K | 0.01% | 257 |
|
|
2023
Q3 | $78.2K | Buy |
121
+2
| +2% | +$1.29K | 0.01% | 250 |
|
|
2023
Q2 | $82.2K | Buy |
119
+25
| +27% | +$17.3K | 0.01% | 249 |
|
|
2023
Q1 | $62.9K | Sell |
94
-74
| -44% | -$49.5K | 0.01% | 266 |
|
|
2022
Q4 | $119K | Buy |
168
+58
| +53% | +$41.1K | 0.02% | 210 |
|
|
2022
Q3 | $61K | Sell |
110
-7
| -6% | -$3.88K | 0.01% | 280 |
|
|
2022
Q2 | $71K | Sell |
117
-6
| -5% | -$3.64K | 0.01% | 260 |
|
|
2022
Q1 | $94K | Sell |
123
-48
| -28% | -$36.7K | 0.02% | 235 |
|
|
2021
Q4 | $157K | Buy |
171
+34
| +25% | +$31.2K | 0.03% | 203 |
|
|
2021
Q3 | $115K | Buy |
137
+36
| +36% | +$30.2K | 0.03% | 249 |
|
|
2021
Q2 | $88K | Sell |
101
-34
| -25% | -$29.6K | 0.02% | 268 |
|
|
2021
Q1 | $102K | Buy |
135
+39
| +41% | +$29.5K | 0.03% | 241 |
|
|
2020
Q4 | $69K | Sell |
96
-29
| -23% | -$20.8K | 0.02% | 295 |
|
|
2020
Q3 | $70K | Buy |
125
+32
| +34% | +$17.9K | 0.02% | 269 |
|
|
2020
Q2 | $51K | Buy |
93
+19
| +26% | +$10.4K | 0.02% | 287 |
|
|
2020
Q1 | $33K | Buy |
74
+47
| +174% | +$21K | 0.02% | 317 |
|
|
2019
Q4 | $14K | Sell |
27
-15
| -36% | -$7.78K | ﹤0.01% | 511 |
|
|
2019
Q3 | $19K | Sell |
42
-24
| -36% | -$10.9K | 0.01% | 510 |
|
|
2019
Q2 | $31K | Sell |
66
-35
| -35% | -$16.4K | 0.01% | 418 |
|
|
2019
Q1 | $43K | Hold |
101
| – | – | 0.01% | 364 |
|
|
2018
Q4 | $40K | Buy |
101
+9
| +10% | +$3.56K | 0.01% | 328 |
|
|
2018
Q3 | $43K | Sell |
92
-21
| -19% | -$9.82K | 0.01% | 331 |
|
|
2018
Q2 | $56K | Sell |
113
-66
| -37% | -$32.7K | 0.03% | 301 |
|
|
2018
Q1 | $97K | Buy |
179
+13
| +8% | +$7.05K | 0.05% | 236 |
|
|
2017
Q4 | $85K | Buy |
166
+39
| +31% | +$20K | 0.05% | 247 |
|
|
2017
Q3 | $57K | Buy |
127
+6
| +5% | +$2.69K | 0.03% | 277 |
|
|
2017
Q2 | $51K | Buy |
121
+3
| +3% | +$1.26K | 0.03% | 309 |
|
|
2017
Q1 | $45K | Buy |
118
+15
| +15% | +$5.72K | 0.03% | 336 |
|
|
2016
Q4 | $39K | Buy |
103
+47
| +84% | +$17.8K | 0.02% | 369 |
|
|
2016
Q3 | $20K | Sell |
56
-10
| -15% | -$3.57K | 0.01% | 488 |
|
|
2016
Q2 | $23K | Buy |
66
+37
| +128% | +$12.9K | 0.02% | 407 |
|
|
2016
Q1 | $10K | Sell |
29
-163
| -85% | -$56.2K | 0.01% | 482 |
|
|
2015
Q4 | $65K | Sell |
192
-12
| -6% | -$4.06K | 0.05% | 239 |
|
|
2015
Q3 | $61K | Sell |
204
-38
| -16% | -$11.4K | 0.05% | 238 |
|
|
2015
Q2 | $84K | Hold |
242
| – | – | 0.06% | 215 |
|
|
2015
Q1 | $89K | Buy |
242
+123
| +103% | +$45.2K | 0.06% | 199 |
|
|
2014
Q4 | $43K | Sell |
119
-3
| -2% | -$1.08K | 0.03% | 298 |
|
|
2014
Q3 | $40K | Buy |
122
+63
| +107% | +$20.7K | 0.04% | 294 |
|
|
2014
Q2 | $19K | Buy |
+59
| New | +$19K | 0.02% | 387 |
|
|
2014
Q1 | – | Sell |
-167
| Closed | -$53K | – | 627 |
|
|
2013
Q4 | $53K | Buy |
+167
| New | +$53K | 0.03% | 226 |
|