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BlackRock shares owned by Curi Wealth Management

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

Historical chart of Curi Wealth Management investment in BlackRock

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

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Quarterly reported holdings in BlackRock by Curi Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $431k 531 811.51
2023-09-30 $356k 550 647.03
2023-06-30 $418k 604 691.54
2023-03-31 $875k 1.3k 668.92
2022-12-31 $923k 1.3k 708.53
2022-09-30 $717k 1.3k 550.27
2022-06-30 $182k 299 608.70
2022-03-31 $208k 272 764.71
2021-12-31 $250k 273 915.75
2020-12-31 $147k 205 717.07