Sequoia 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 | $35.3M | Buy |
33,657
+3,625
| +12% | +$3.8M | 0.24% | 88 |
|
|
2025
Q1 | $28.4M | Buy |
30,032
+9,940
| +49% | +$9.41M | 0.22% | 95 |
|
|
2024
Q4 | $20.6M | Buy |
20,092
+2,466
| +14% | +$2.53M | 0.2% | 109 |
|
|
2024
Q3 | $16.7M | Buy |
17,626
+2,183
| +14% | +$2.07M | 0.18% | 114 |
|
|
2024
Q2 | $12.2M | Buy |
15,443
+1,827
| +13% | +$1.44M | 0.15% | 122 |
|
|
2024
Q1 | $11.4M | Sell |
13,616
-3,594
| -21% | -$3M | 0.14% | 130 |
|
|
2023
Q4 | $14M | Buy |
17,210
+15,196
| +755% | +$12.3M | 0.17% | 116 |
|
|
2023
Q3 | $1.3M | Sell |
2,014
-121
| -6% | -$78.2K | 0.02% | 288 |
|
|
2023
Q2 | $1.48M | Buy |
2,135
+564
| +36% | +$390K | 0.03% | 281 |
|
|
2023
Q1 | $1.05M | Buy |
1,571
+35
| +2% | +$23.4K | 0.02% | 308 |
|
|
2022
Q4 | $1.09M | Buy |
1,536
+514
| +50% | +$364K | 0.03% | 271 |
|
|
2022
Q3 | $562K | Sell |
1,022
-101
| -9% | -$55.5K | 0.02% | 279 |
|
|
2022
Q2 | $684K | Buy |
1,123
+98
| +10% | +$59.7K | 0.02% | 275 |
|
|
2022
Q1 | $783K | Buy |
1,025
+268
| +35% | +$205K | 0.02% | 281 |
|
|
2021
Q4 | $693K | Buy |
757
+489
| +182% | +$448K | 0.02% | 273 |
|
|
2021
Q3 | $225K | Sell |
268
-536
| -67% | -$450K | 0.02% | 234 |
|
|
2021
Q2 | $703K | Buy |
804
+13
| +2% | +$11.4K | 0.03% | 237 |
|
|
2021
Q1 | $596K | Sell |
791
-19
| -2% | -$14.3K | 0.03% | 236 |
|
|
2020
Q4 | $584K | Buy |
810
+98
| +14% | +$70.7K | 0.03% | 228 |
|
|
2020
Q3 | $401K | Sell |
712
-27
| -4% | -$15.2K | 0.02% | 254 |
|
|
2020
Q2 | $402K | Sell |
739
-35
| -5% | -$19K | 0.02% | 245 |
|
|
2020
Q1 | $341K | Buy |
774
+9
| +1% | +$3.97K | 0.03% | 245 |
|
|
2019
Q4 | $385K | Buy |
765
+215
| +39% | +$108K | 0.02% | 259 |
|
|
2019
Q3 | $245K | Sell |
550
-57
| -9% | -$25.4K | 0.02% | 310 |
|
|
2019
Q2 | $285K | Buy |
607
+100
| +20% | +$47K | 0.02% | 288 |
|
|
2019
Q1 | $217K | Buy |
+507
| New | +$217K | 0.02% | 334 |
|
|
2018
Q4 | – | Sell |
-7,616
| Closed | -$3.59M | – | 302 |
|
|
2018
Q3 | $3.59M | Buy |
7,616
+57
| +0.8% | +$26.9K | 0.36% | 52 |
|
|
2018
Q2 | $3.77M | Buy |
+7,559
| New | +$3.77M | 0.4% | 50 |
|