Wealthcare Advisory 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 | $800K | Buy |
763
+51
| +7% | +$53.5K | 0.02% | 527 |
|
|
2025
Q1 | $674K | Buy |
+712
| New | +$674K | 0.02% | 520 |
|
|
2024
Q3 | – | Sell |
-776
| Closed | -$611K | – | 877 |
|
|
2024
Q2 | $611K | Buy |
776
+51
| +7% | +$40.2K | 0.02% | 491 |
|
|
2024
Q1 | $605K | Buy |
725
+6
| +0.8% | +$5K | 0.02% | 501 |
|
|
2023
Q4 | $584K | Sell |
719
-39
| -5% | -$31.7K | 0.02% | 456 |
|
|
2023
Q3 | $490K | Sell |
758
-143
| -16% | -$92.4K | 0.02% | 436 |
|
|
2023
Q2 | $623K | Buy |
901
+3
| +0.3% | +$2.07K | 0.03% | 396 |
|
|
2023
Q1 | $601K | Buy |
898
+17
| +2% | +$11.4K | 0.03% | 407 |
|
|
2022
Q4 | $624K | Buy |
881
+113
| +15% | +$80K | 0.03% | 368 |
|
|
2022
Q3 | $423K | Buy |
768
+234
| +44% | +$129K | 0.02% | 402 |
|
|
2022
Q2 | $325K | Sell |
534
-232
| -30% | -$141K | 0.02% | 407 |
|
|
2022
Q1 | $586K | Buy |
766
+111
| +17% | +$84.9K | 0.04% | 283 |
|
|
2021
Q4 | $600K | Buy |
655
+162
| +33% | +$148K | 0.04% | 284 |
|
|
2021
Q3 | $413K | Buy |
493
+62
| +14% | +$51.9K | 0.03% | 352 |
|
|
2021
Q2 | $377K | Buy |
431
+37
| +9% | +$32.4K | 0.03% | 370 |
|
|
2021
Q1 | $297K | Buy |
394
+73
| +23% | +$55K | 0.02% | 397 |
|
|
2020
Q4 | $232K | Buy |
+321
| New | +$232K | 0.02% | 370 |
|
|
2020
Q2 | – | Sell |
-176
| Closed | -$78K | – | 426 |
|
|
2020
Q1 | $78K | Buy |
176
+21
| +14% | +$9.31K | 0.01% | 416 |
|
|
2019
Q4 | $78K | Buy |
155
+1
| +0.6% | +$503 | 0.01% | 447 |
|
|
2019
Q3 | $69K | Hold |
154
| – | – | 0.01% | 465 |
|
|
2019
Q2 | $72K | Buy |
154
+1
| +0.7% | +$468 | 0.01% | 435 |
|
|
2019
Q1 | $66K | Sell |
153
-3
| -2% | -$1.29K | 0.01% | 414 |
|
|
2018
Q4 | $61K | Sell |
156
-30
| -16% | -$11.7K | 0.01% | 393 |
|
|
2018
Q3 | $88K | Buy |
186
+14
| +8% | +$6.62K | 0.02% | 357 |
|
|
2018
Q2 | $86K | Buy |
172
+18
| +12% | +$9K | 0.02% | 357 |
|
|
2018
Q1 | $84K | Buy |
154
+3
| +2% | +$1.64K | 0.02% | 312 |
|
|
2017
Q4 | $78K | Buy |
151
+27
| +22% | +$13.9K | 0.02% | 303 |
|
|
2017
Q3 | $55K | Buy |
+124
| New | +$55K | 0.02% | 290 |
|