Robertson Stephens Wealth Management’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Sell |
3,557
-143
| -4% | -$150K | 0.12% | 125 |
|
|
2025
Q1 | $3.5M | Buy |
3,700
+9
| +0.2% | +$8.52K | 0.12% | 137 |
|
|
2024
Q4 | $3.78M | Sell |
3,691
-69
| -2% | -$70.7K | 0.13% | 140 |
|
|
2024
Q3 | $3.57M | Sell |
3,760
-381
| -9% | -$362K | 0.13% | 142 |
|
|
2024
Q2 | $3.26M | Sell |
4,141
-404
| -9% | -$318K | 0.16% | 111 |
|
|
2024
Q1 | $3.79M | Buy |
4,545
+458
| +11% | +$382K | 0.2% | 92 |
|
|
2023
Q4 | $3.32M | Sell |
4,087
-14
| -0.3% | -$11.4K | 0.2% | 89 |
|
|
2023
Q3 | $2.65M | Sell |
4,101
-191
| -4% | -$123K | 0.18% | 118 |
|
|
2023
Q2 | $2.97M | Sell |
4,292
-298
| -6% | -$206K | 0.21% | 104 |
|
|
2023
Q1 | $3.07M | Buy |
4,590
+6
| +0.1% | +$4.02K | 0.24% | 90 |
|
|
2022
Q4 | $3.25M | Buy |
4,584
+243
| +6% | +$172K | 0.32% | 70 |
|
|
2022
Q3 | $2.39M | Sell |
4,341
-244
| -5% | -$134K | 0.25% | 82 |
|
|
2022
Q2 | $2.79M | Sell |
4,585
-439
| -9% | -$267K | 0.26% | 81 |
|
|
2022
Q1 | $3.84M | Sell |
5,024
-500
| -9% | -$382K | 0.32% | 66 |
|
|
2021
Q4 | $5.06M | Buy |
5,524
+4,704
| +574% | +$4.31M | 0.43% | 51 |
|
|
2021
Q3 | $687K | Sell |
820
-194
| -19% | -$163K | 0.08% | 161 |
|
|
2021
Q2 | $887K | Buy |
1,014
+204
| +25% | +$178K | 0.11% | 136 |
|
|
2021
Q1 | $610K | Buy |
810
+428
| +112% | +$322K | 0.1% | 157 |
|
|
2020
Q4 | $275K | Sell |
382
-8
| -2% | -$5.76K | 0.06% | 203 |
|
|
2020
Q3 | $219K | Sell |
390
-452
| -54% | -$254K | 0.05% | 218 |
|
|
2020
Q2 | $458K | Sell |
842
-392
| -32% | -$213K | 0.13% | 116 |
|
|
2020
Q1 | $543K | Buy |
+1,234
| New | +$543K | 0.19% | 98 |
|