BlackRock shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of BlackRock shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in BlackRock
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Quarterly reported holdings in BlackRock by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $271k | 285 | 949.51 |
| 2024-06-30 | $224k | 285 | 787.32 |
| 2024-03-31 | $243k | 292 | 833.70 |
| 2023-12-31 | $219k | 270 | 811.80 |
| 2022-12-31 | $216k | 305 | 708.63 |
| 2022-03-31 | $233k | 305 | 763.93 |
| 2021-12-31 | $279k | 305 | 914.75 |
| 2021-09-30 | $327k | 390 | 838.46 |
| 2021-06-30 | $402k | 460 | 873.91 |
| 2021-03-31 | $347k | 460 | 754.35 |
| 2020-12-31 | $368k | 510 | 721.57 |
| 2020-09-30 | $344k | 610 | 563.93 |
| 2020-06-30 | $373k | 685 | 544.53 |
| 2020-03-31 | $367k | 835 | 439.52 |
| 2019-12-31 | $483k | 960 | 503.12 |
More positions owned by Concentric Wealth Management
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