Spire Wealth Management’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Sell
1,394
-267
-16% -$280K 0.05% 292
2025
Q1
$1.57M Buy
1,661
+177
+12% +$168K 0.05% 304
2024
Q4
$1.52M Sell
1,484
-5
-0.3% -$5.13K 0.05% 297
2024
Q3
$1.41M Sell
1,489
-221
-13% -$210K 0.05% 300
2024
Q2
$1.35M Sell
1,710
-821
-32% -$646K 0.05% 288
2024
Q1
$2.11M Sell
2,531
-12
-0.5% -$10K 0.04% 244
2023
Q4
$2.05M Sell
2,543
-54
-2% -$43.5K 0.07% 237
2023
Q3
$1.68M Buy
2,597
+121
+5% +$78.2K 0.06% 246
2023
Q2
$1.71M Sell
2,476
-64
-3% -$44.2K 0.06% 257
2023
Q1
$1.7M Buy
2,540
+735
+41% +$492K 0.07% 249
2022
Q4
$1.28M Buy
1,805
+259
+17% +$184K 0.07% 207
2022
Q3
$851K Sell
1,546
-885
-36% -$487K 0.05% 236
2022
Q2
$1.48M Sell
2,431
-17,063
-88% -$10.4M 0.06% 251
2022
Q1
$14.9M Sell
19,494
-702
-3% -$537K 0.4% 64
2021
Q4
$18.5M Buy
20,196
+1,207
+6% +$1.11M 0.41% 59
2021
Q3
$15.9M Buy
18,989
+878
+5% +$737K 0.42% 58
2021
Q2
$15.9M Buy
18,111
+90
+0.5% +$78.9K 0.43% 53
2021
Q1
$13.5M Buy
+18,021
New +$13.5M 0.36% 68