Robinson Smith 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
$249K Hold
238
0.2% 70
2025
Q1
$225K Hold
238
0.19% 79
2024
Q4
$244K Sell
238
-75
-24% -$76.8K 0.21% 69
2024
Q3
$297K Sell
313
-1
-0.3% -$949 0.25% 67
2024
Q2
$247K Buy
+314
New +$247K 0.22% 77
2024
Q1
Sell
-374
Closed -$303K 81
2023
Q4
$303K Buy
+374
New +$303K 0.3% 67