BlackRock shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in BlackRock
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Quarterly reported holdings in BlackRock by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $95k | 114 | 833.70 |
| 2023-12-31 | $93k | 114 | 811.80 |
| 2023-09-30 | $74k | 114 | 646.49 |
| 2023-06-30 | $79k | 114 | 691.14 |
| 2023-03-31 | $76k | 114 | 669.12 |
| 2022-12-31 | $81k | 114 | 708.63 |
| 2022-09-30 | $63k | 114 | 552.63 |
| 2022-06-30 | $69k | 114 | 605.26 |
| 2022-03-31 | $87k | 114 | 763.16 |
| 2021-12-31 | $255k | 279 | 913.98 |
| 2021-09-30 | $234k | 279 | 838.71 |
| 2021-06-30 | $244k | 279 | 874.55 |
| 2021-03-31 | $210k | 279 | 752.69 |
| 2020-12-31 | $201k | 279 | 720.43 |
| 2020-09-30 | $157k | 279 | 562.72 |
| 2020-06-30 | $152k | 279 | 544.80 |
| 2020-03-31 | $123k | 279 | 440.86 |
| 2019-12-31 | $140k | 279 | 501.79 |
| 2019-09-30 | $124k | 279 | 444.44 |
| 2019-06-30 | $131k | 279 | 469.53 |
| 2019-03-31 | $119k | 279 | 426.52 |
| 2018-12-31 | $116k | 279 | 415.77 |