Winch Advisory Services’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $42.4K | Hold |
40
| – | – | 0.01% | 174 |
|
2025
Q1 | $38.2K | Hold |
40
| – | – | 0.01% | 174 |
|
2024
Q4 | $41.4K | Sell |
40
-4
| -9% | -$4.14K | 0.01% | 169 |
|
2024
Q3 | $42.1K | Hold |
44
| – | – | 0.01% | 165 |
|
2024
Q2 | $34.9K | Hold |
44
| – | – | 0.01% | 174 |
|
2024
Q1 | $36.9K | Hold |
44
| – | – | 0.01% | 168 |
|
2023
Q4 | $35.9K | Hold |
44
| – | – | 0.01% | 164 |
|
2023
Q3 | $29K | Hold |
44
| – | – | 0.01% | 173 |
|
2023
Q2 | $31K | Hold |
44
| – | – | 0.01% | 164 |
|
2023
Q1 | $30K | Hold |
44
| – | – | 0.01% | 159 |
|
2022
Q4 | $31K | Sell |
44
-11
| -20% | -$7.75K | 0.01% | 150 |
|
2022
Q3 | $30K | Buy |
55
+1
| +2% | +$545 | 0.01% | 139 |
|
2022
Q2 | $33K | Sell |
54
-1
| -2% | -$611 | 0.01% | 141 |
|
2022
Q1 | $42K | Hold |
55
| – | – | 0.01% | 142 |
|
2021
Q4 | $50K | Hold |
55
| – | – | 0.02% | 131 |
|
2021
Q3 | $46K | Buy |
55
+46
| +511% | +$38.5K | 0.02% | 133 |
|
2021
Q2 | $8K | Hold |
9
| – | – | ﹤0.01% | 287 |
|
2021
Q1 | $7K | Hold |
9
| – | – | ﹤0.01% | 272 |
|
2020
Q4 | $6K | Buy |
+9
| New | +$6K | ﹤0.01% | 272 |
|
2019
Q4 | – | Sell |
-6
| Closed | -$3K | – | 359 |
|
2019
Q3 | $3K | Sell |
6
-7
| -54% | -$3.5K | ﹤0.01% | 266 |
|
2019
Q2 | $6K | Buy |
+13
| New | +$6K | ﹤0.01% | 236 |
|