Wealthspire Advisors (New York)’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Sell |
2,604
-76
| -3% | -$79.8K | 0.02% | 235 |
|
|
2025
Q1 | $2.54M | Sell |
2,680
-114
| -4% | -$108K | 0.02% | 239 |
|
|
2024
Q4 | $2.86M | Sell |
2,794
-220
| -7% | -$226K | 0.03% | 200 |
|
|
2024
Q3 | $2.86M | Buy |
3,014
+613
| +26% | +$582K | 0.03% | 197 |
|
|
2024
Q2 | $1.89M | Buy |
2,401
+38
| +2% | +$29.9K | 0.02% | 211 |
|
|
2024
Q1 | $1.97M | Sell |
2,363
-68
| -3% | -$56.7K | 0.03% | 200 |
|
|
2023
Q4 | $1.97M | Buy |
2,431
+97
| +4% | +$78.8K | 0.03% | 195 |
|
|
2023
Q3 | $1.51M | Buy |
2,334
+262
| +13% | +$169K | 0.02% | 205 |
|
|
2023
Q2 | $1.43M | Buy |
2,072
+288
| +16% | +$199K | 0.02% | 196 |
|
|
2023
Q1 | $1.19M | Sell |
1,784
-259
| -13% | -$173K | 0.02% | 220 |
|
|
2022
Q4 | $1.45M | Buy |
2,043
+368
| +22% | +$261K | 0.03% | 194 |
|
|
2022
Q3 | $922K | Sell |
1,675
-222
| -12% | -$122K | 0.02% | 238 |
|
|
2022
Q2 | $1.16M | Buy |
1,897
+565
| +42% | +$344K | 0.02% | 198 |
|
|
2022
Q1 | $1.02M | Sell |
1,332
-766
| -37% | -$585K | 0.02% | 192 |
|
|
2021
Q4 | $1.92M | Buy |
2,098
+57
| +3% | +$52.2K | 0.04% | 152 |
|
|
2021
Q3 | $1.71M | Buy |
2,041
+545
| +36% | +$457K | 0.04% | 181 |
|
|
2021
Q2 | $1.31M | Sell |
1,496
-1,818
| -55% | -$1.59M | 0.03% | 136 |
|
|
2021
Q1 | $2.5M | Buy |
3,314
+411
| +14% | +$310K | 0.06% | 152 |
|
|
2020
Q4 | $2.1M | Buy |
2,903
+1,781
| +159% | +$1.29M | 0.06% | 134 |
|
|
2020
Q3 | $632K | Buy |
1,122
+19
| +2% | +$10.7K | 0.04% | 161 |
|
|
2020
Q2 | $600K | Sell |
1,103
-2,628
| -70% | -$1.43M | 0.04% | 138 |
|
|
2020
Q1 | $1.64M | Buy |
3,731
+3,261
| +694% | +$1.44M | 0.07% | 142 |
|
|
2019
Q4 | $236K | Buy |
+470
| New | +$236K | 0.02% | 181 |
|
|
2019
Q1 | – | Sell |
-135
| Closed | -$53K | – | 142 |
|
|
2018
Q4 | $53K | Buy |
+135
| New | +$53K | 0.01% | 176 |
|