Summit Place 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 | $3.7M | Buy |
3,531
+25
| +0.7% | +$26.2K | 1.86% | 18 |
|
|
2025
Q1 | $3.32M | Buy |
3,506
+5
| +0.1% | +$4.73K | 1.87% | 17 |
|
|
2024
Q4 | $3.59M | Buy |
3,501
+7
| +0.2% | +$7.18K | 2.04% | 16 |
|
|
2024
Q3 | $3.32M | Sell |
3,494
-7
| -0.2% | -$6.65K | 1.85% | 17 |
|
|
2024
Q2 | $2.76M | Buy |
3,501
+849
| +32% | +$668K | 1.63% | 28 |
|
|
2024
Q1 | $2.21M | Buy |
+2,652
| New | +$2.21M | 1.3% | 34 |
|