Waldron Private Wealth’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $627K | Sell |
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|
2025
Q2 | $569K | Sell |
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|
2025
Q1 | $555K | Sell |
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|
2024
Q4 | $1.79M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $629K | Hold |
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|
2024
Q1 | $666K | Sell |
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|
2023
Q4 | $745K | Buy |
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|
2023
Q3 | $565K | Sell |
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|
2023
Q2 | $625K | Sell |
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|
2023
Q1 | $747K | Buy |
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|
2022
Q4 | $532K | Hold |
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|
2022
Q3 | $532K | Sell |
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|
2022
Q2 | $595K | Buy |
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|
2022
Q1 | $742K | Sell |
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|
2021
Q4 | $947K | Hold |
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|
2021
Q3 | $867K | Buy |
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|
2021
Q2 | $820K | Hold |
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|
2021
Q1 | $706K | Hold |
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|
2020
Q4 | $676K | Sell |
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|
2020
Q3 | $577K | Buy |
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|
2020
Q2 | $509K | Buy |
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|
2020
Q1 | $393K | Sell |
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|
2019
Q4 | $466K | Hold |
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|
2019
Q3 | $413K | Sell |
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|
2019
Q2 | $458K | Sell |
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|
2019
Q1 | $448K | Buy |
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|
2018
Q4 | $366K | Buy |
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|
2018
Q3 | $401K | Hold |
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|
2018
Q2 | $425K | Hold |
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|
2018
Q1 | $461K | Sell |
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|
2017
Q4 | $442K | Hold |
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|
2017
Q3 | $385K | Buy |
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|
2017
Q2 | $230K | Sell |
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|
2017
Q1 | $446K | Buy |
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|
2016
Q4 | $212K | Buy |
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