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BlackRock shares owned by Wealthquest

Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Wealthquest from 13F filings

Historical chart of Wealthquest investment in BlackRock

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All positions including BlackRock held by Wealthquest consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock by Wealthquest

Quarter filed Position value Share count Share price at filing
2024-03-31 $201k 241 833.70
2023-03-31 $209k 312 669.12
2022-12-31 $221k 312 708.63
2022-03-31 $274k 300 913.33
2021-12-31 $274k 300 913.33
2021-09-30 $248k 296 837.84
2021-06-30 $258k 295 874.58
2021-03-31 $222k 295 752.54
2020-12-31 $212k 295 718.64