Strategic Wealth Partners’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.45M | Buy |
+9,007
| New | +$9.45M | 0.74% | 43 |
|
|
2024
Q4 | $5.19M | Buy |
5,297
+1,598
| +43% | +$1.57M | 0.43% | 80 |
|
|
2024
Q3 | $3.51M | Buy |
3,699
+3,416
| +1,207% | +$3.24M | 0.34% | 83 |
|
|
2024
Q2 | $223K | Buy |
283
+30
| +12% | +$23.6K | 0.02% | 272 |
|
|
2024
Q1 | $211K | Buy |
253
+2
| +0.8% | +$1.67K | 0.02% | 267 |
|
|
2023
Q4 | $204K | Buy |
+251
| New | +$204K | 0.03% | 268 |
|
|
2023
Q2 | – | Sell |
-307
| Closed | -$205K | – | 286 |
|
|
2023
Q1 | $205K | Buy |
307
+3
| +1% | +$2.01K | 0.03% | 245 |
|
|
2022
Q4 | $215K | Buy |
+304
| New | +$215K | 0.04% | 244 |
|
|
2022
Q3 | – | Sell |
-410
| Closed | -$250K | – | 271 |
|
|
2022
Q2 | $250K | Sell |
410
-1,349
| -77% | -$823K | 0.05% | 213 |
|
|
2022
Q1 | $1.34M | Buy |
1,759
+92
| +6% | +$70.3K | 0.26% | 110 |
|
|
2021
Q4 | $1.53M | Buy |
1,667
+106
| +7% | +$97K | 0.29% | 111 |
|
|
2021
Q3 | $1.31M | Buy |
1,561
+481
| +45% | +$403K | 0.38% | 76 |
|
|
2021
Q2 | $945K | Buy |
1,080
+54
| +5% | +$47.3K | 0.31% | 86 |
|
|
2021
Q1 | $774K | Buy |
1,026
+223
| +28% | +$168K | 0.31% | 82 |
|
|
2020
Q4 | $579K | Buy |
803
+234
| +41% | +$169K | 0.24% | 101 |
|
|
2020
Q3 | $321K | Buy |
569
+173
| +44% | +$97.6K | 0.16% | 121 |
|
|
2020
Q2 | $215K | Buy |
+396
| New | +$215K | 0.11% | 122 |
|
|
2019
Q4 | – | Sell |
-145
| Closed | -$11.2K | – | 171 |
|
|
2019
Q3 | $11.2K | Buy |
145
+7
| +5% | +$540 | 0.06% | 136 |
|
|
2019
Q2 | $65K | Buy |
138
+12
| +10% | +$5.65K | 0.03% | 205 |
|
|
2019
Q1 | $55K | Buy |
126
+14
| +13% | +$6.11K | 0.03% | 229 |
|
|
2018
Q4 | $45K | Sell |
112
-19
| -15% | -$7.63K | 0.02% | 242 |
|
|
2018
Q3 | $62K | Sell |
131
-22
| -14% | -$10.4K | 0.03% | 213 |
|
|
2018
Q2 | $76K | Sell |
153
-185
| -55% | -$91.9K | 0.04% | 217 |
|
|
2018
Q1 | $183K | Sell |
338
-58
| -15% | -$31.4K | 0.09% | 159 |
|
|
2017
Q4 | $185K | Buy |
+396
| New | +$185K | 0.1% | 151 |
|