Summit Trail Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Buy |
|
|||||
|
2025
Q1 | $3.27M | Buy |
|
|||||
|
2024
Q4 | $3.02M | Buy |
|
|||||
|
2024
Q3 | $2.34M | Buy |
|
|||||
|
2024
Q2 | $1.47M | Buy |
|
|||||
|
2024
Q1 | $1.52M | Buy |
|
|||||
|
2023
Q4 | $1.22M | Buy |
|
|||||
|
2023
Q3 | $975K | Buy |
|
|||||
|
2023
Q2 | $907K | Buy |
|
|||||
|
2023
Q1 | $708K | Buy |
|
|||||
|
2022
Q4 | $409K | Sell |
|
|||||
|
2022
Q3 | $408K | Buy |
|
|||||
|
2022
Q2 | $386K | Sell |
|
|||||
|
2022
Q1 | $576K | Buy |
|
|||||
|
2021
Q4 | $576K | Buy |
|
|||||
|
2021
Q3 | $513K | Buy |
|
|||||
|
2021
Q2 | $458K | Buy |
|
|||||
|
2021
Q1 | $329K | Buy |
|
|||||
|
2020
Q4 | $226K | Sell |
|
|||||
|
2020
Q3 | $376K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $288K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $272K | Sell |
|
|||||
|
2018
Q3 | $449K | Sell |
|
|||||
|
2018
Q2 | $1.03M | Sell |
|
|||||
|
2018
Q1 | $1.27M | Buy |
|
|||||
|
2017
Q4 | $1.38M | Buy |
|