Wealthquest’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 | – | Sell |
|
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|
2025
Q2 | $267K | Buy |
|
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|
2025
Q1 | $228K | Buy |
|
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|
2024
Q4 | $242K | Sell |
|
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|
2024
Q3 | $225K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $201K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $209K | Hold |
|
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|
2022
Q4 | $221K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $274K | Hold |
|
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|
2021
Q4 | $274K | Buy |
|
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|
2021
Q3 | $248K | Buy |
|
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|
2021
Q2 | $258K | Hold |
|
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|
2021
Q1 | $222K | Hold |
|
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|
2020
Q4 | $212K | Buy |
|