Welch & Forbes’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.66M | Sell |
1,721
-19
| -1% | -$20K | 0.02% | 189 |
|
|
2025
Q4 | $1.86M | Sell |
1,740
-21
| -1% | -$23K | 0.02% | 187 |
|
|
2025
Q3 | $2.05M | Hold |
1,761
| – | – | 0.02% | 184 |
|
|
2025
Q2 | $1.85M | Sell |
1,761
-138
| -7% | -$130K | 0.02% | 183 |
|
|
2025
Q1 | $1.8M | Buy |
1,899
+64
| +3% | +$62.7K | 0.02% | 186 |
|
|
2024
Q4 | $1.88M | Buy |
1,835
+14
| +0.8% | +$14.2K | 0.02% | 186 |
|
|
2024
Q3 | $1.73M | Buy |
1,821
+46
| +3% | +$39.8K | 0.02% | 197 |
|
|
2024
Q2 | $1.42M | Sell |
1,775
-81
| -4% | -$63.2K | 0.02% | 202 |
|
|
2024
Q1 | $1.55M | Buy |
1,856
+7
| +0.4% | +$5.62K | 0.02% | 201 |
|
|
2023
Q4 | $1.5M | Sell |
1,849
-3
| -0.2% | -$2.09K | 0.02% | 206 |
|
|
2023
Q3 | $1.2M | Buy |
1,852
+56
| +3% | +$39.1K | 0.02% | 211 |
|
|
2023
Q2 | $1.24M | Buy |
1,796
+34
| +2% | +$22.8K | 0.02% | 208 |
|
|
2023
Q1 | $1.18M | Sell |
1,762
-28
| -2% | -$19.7K | 0.02% | 212 |
|
|
2022
Q4 | $1.27M | Sell |
1,790
-2
| -0.1% | -$1.34K | 0.02% | 202 |
|
|
2022
Q3 | $987K | Sell |
1,792
-9
| -0.5% | -$5.89K | 0.02% | 224 |
|
|
2022
Q2 | $1.1M | Sell |
1,801
-1
| -0.1% | -$651 | 0.02% | 216 |
|
|
2022
Q1 | $1.38M | Sell |
1,802
-274
| -13% | -$214K | 0.02% | 204 |
|
|
2021
Q4 | $1.9M | Buy |
2,076
+193
| +10% | +$176K | 0.03% | 188 |
|
|
2021
Q3 | $1.58M | Buy |
1,883
+127
| +7% | +$114K | 0.03% | 193 |
|
|
2021
Q2 | $1.54M | Sell |
1,756
-33
| -2% | -$27.9K | 0.03% | 192 |
|
|
2021
Q1 | $1.35M | Buy |
1,789
+59
| +3% | +$42.8K | 0.02% | 198 |
|
|
2020
Q4 | $1.25M | Sell |
1,730
-50
| -3% | -$33.2K | 0.02% | 196 |
|
|
2020
Q3 | $1M | Buy |
1,780
+32
| +2% | +$18.3K | 0.02% | 202 |
|
|
2020
Q2 | $950K | Sell |
1,748
-37
| -2% | -$18.7K | 0.02% | 195 |
|
|
2020
Q1 | $786K | Buy |
1,785
+33
| +2% | +$16.3K | 0.02% | 200 |
|
|
2019
Q4 | $880K | Buy |
1,752
+792
| +83% | +$376K | 0.02% | 212 |
|
|
2019
Q3 | $428K | Hold |
960
| – | – | 0.01% | 273 |
|
|
2019
Q2 | $451K | Hold |
960
| – | – | 0.01% | 266 |
|
|
2019
Q1 | $411K | Hold |
960
| – | – | 0.01% | 276 |
|
|
2018
Q4 | $377K | Sell |
960
-9
| -0.9% | -$3.69K | 0.01% | 271 |
|
|
2018
Q3 | $457K | Sell |
969
-5
| -0.5% | -$2.43K | 0.01% | 265 |
|
|
2018
Q2 | $486K | Buy |
974
+5
| +0.5% | +$2.64K | 0.01% | 253 |
|
|
2018
Q1 | $525K | Sell |
969
-16
| -2% | -$8.78K | 0.01% | 244 |
|
|
2017
Q4 | $506K | Hold |
985
| – | – | 0.01% | 238 |
|
|
2017
Q3 | $441K | Hold |
985
| – | – | 0.01% | 257 |
|
|
2017
Q2 | $416K | Sell |
985
-75
| -7% | -$29.9K | 0.01% | 260 |
|
|
2017
Q1 | $406K | Buy |
1,060
+75
| +8% | +$28.7K | 0.01% | 262 |
|
|
2016
Q4 | $375K | Sell |
985
-7
| -0.7% | -$2.57K | 0.01% | 271 |
|
|
2016
Q3 | $359K | Hold |
992
| – | – | 0.01% | 240 |
|
|
2016
Q2 | $340K | Hold |
992
| – | – | 0.01% | 273 |
|
|
2016
Q1 | $338K | Buy |
+992
| New | +$315K | 0.01% | 273 |
|
Other funds holding BLK
VCM
VPM
