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