Geo Wealth Management, LLC Black Rock Inc. Transaction History

Geo Wealth Management, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$747.3 - $826.77 $130,777 - $144,684	175 Added 18.56%	1,118 $880,000
Q1 2024 May 15, 2024	SELL	$774.31 - $842.06 $730,174 - $794,062	-943 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$774.31 - $842.06 $182,737 - $198,726	236 Added 33.38%	943 $786,000
Q4 2023 Feb 13, 2024	BUY	$598.08 - $819.0 $422,842 - $579,033	707 New	707 $573,000
Q4 2022 Feb 13, 2023	BUY	$530.32 - $774.75 $150,610 - $220,029	284 New	284 $201,000
Q2 2022 Aug 12, 2022	SELL	$582.26 - $782.23 $24,454 - $32,853	-42 Reduced 9.74%	389 $237,000
Q1 2022 May 13, 2022	SELL	$662.87 - $917.22 $104,733 - $144,920	-158 Reduced 26.83%	431 $329,000
Q4 2021 Feb 14, 2022	BUY	$825.56 - $971.49 $4,953 - $5,828	6 Added 1.03%	589 $540,000
Q3 2021 Nov 12, 2021	SELL	$838.66 - $954.94 $9,225 - $10,504	-11 Reduced 1.85%	583 $489,000
Q2 2021 Aug 17, 2021	BUY	$766.83 - $887.42 $67,481 - $78,092	88 Added 17.39%	594 $520,000
Q1 2021 May 13, 2021	BUY	$683.21 - $779.75 $10,248 - $11,696	15 Added 3.05%	506 $381,000
Q4 2020 Feb 12, 2021	BUY	$567.91 - $721.54 $6,814 - $8,658	12 Added 2.51%	491 $351,000
Q3 2020 Nov 13, 2020	SELL	$535.05 - $608.0 $26,752 - $30,400	-50 Reduced 9.45%	479 $275,000
Q2 2020 Aug 14, 2020	BUY	$409.54 - $558.06 $216,646 - $295,213	529 New	529 $288,000

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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