Curi Wealth Management, LLC Black Rock Inc. Transaction History

Curi Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	SELL	$598.08 - $819.0 $11,363 - $15,561	-19 Reduced 3.45%	531 $431,000
Q3 2023 Nov 06, 2023	SELL	$643.39 - $756.58 $34,743 - $40,855	-54 Reduced 8.94%	550 $355,000
Q2 2023 Jul 31, 2023	SELL	$629.18 - $711.19 $442,942 - $500,677	-704 Reduced 53.82%	604 $417,000
Q1 2023 May 03, 2023	BUY	$625.77 - $770.73 $3,128 - $3,853	5 Added 0.38%	1,308 $875,000
Q3 2022 Nov 08, 2022	BUY	$550.28 - $757.07 $552,481 - $760,098	1,004 Added 335.79%	1,303 $717,000
Q2 2022 Aug 08, 2022	BUY	$582.26 - $782.23 $15,721 - $21,120	27 Added 9.93%	299 $182,000
Q1 2022 May 06, 2022	SELL	$662.87 - $917.22 $662 - $917	-1 Reduced 0.37%	272 $208,000
Q4 2021 Feb 09, 2022	BUY	$825.56 - $971.49 $225,377 - $265,216	273 New	273 $250,000
Q1 2021 Apr 29, 2021	SELL	$683.21 - $779.75 $140,058 - $159,848	-205 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$567.91 - $721.54 $116,421 - $147,915	205 New	205 $147,000

1,854

111M

1.15M

1.37M

Ticker BLK
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 150,768,992
Market Cap $159B
Description
BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign we...

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