River Wealth 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 | $7.17M | Buy |
6,838
+645
| +10% | +$677K | 0.89% | 30 |
|
2025
Q1 | $5.86M | Buy |
6,193
+534
| +9% | +$505K | 0.81% | 35 |
|
2024
Q4 | $5.8M | Buy |
5,659
+912
| +19% | +$935K | 0.77% | 36 |
|
2024
Q3 | $4.51M | Buy |
4,747
+457
| +11% | +$434K | 0.6% | 45 |
|
2024
Q2 | $3.38M | Buy |
4,290
+363
| +9% | +$286K | 0.48% | 57 |
|
2024
Q1 | $3.27M | Buy |
3,927
+484
| +14% | +$403K | 0.48% | 60 |
|
2023
Q4 | $2.79M | Buy |
3,443
+350
| +11% | +$284K | 0.45% | 61 |
|
2023
Q3 | $2M | Buy |
3,093
+409
| +15% | +$264K | 0.36% | 74 |
|
2023
Q2 | $1.85M | Buy |
2,684
+256
| +11% | +$177K | 0.31% | 83 |
|
2023
Q1 | $1.62M | Buy |
2,428
+651
| +37% | +$436K | 0.3% | 84 |
|
2022
Q4 | $1.26M | Buy |
1,777
+264
| +17% | +$187K | 0.24% | 96 |
|
2022
Q3 | $833K | Buy |
1,513
+292
| +24% | +$161K | 0.18% | 114 |
|
2022
Q2 | $744K | Buy |
1,221
+765
| +168% | +$466K | 0.14% | 125 |
|
2022
Q1 | $349K | Buy |
+456
| New | +$349K | 0.06% | 174 |
|
2019
Q1 | – | Sell |
-96
| Closed | -$38K | – | 184 |
|
2018
Q4 | $38K | Sell |
96
-21
| -18% | -$8.31K | 0.02% | 271 |
|
2018
Q3 | $55K | Sell |
117
-45
| -28% | -$21.2K | 0.02% | 270 |
|
2018
Q2 | $81K | Buy |
+162
| New | +$81K | 0.03% | 220 |
|