Sugarloaf Wealth Management, LLC Black Rock Inc. Transaction History

Sugarloaf Wealth Management, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 13, 2023	BUY	$629.18 - $711.19 $629 - $711	1 Added 3.85%	27 $18,000
Q1 2023 Apr 26, 2023	SELL	$625.77 - $770.73 $13,141 - $16,185	-21 Reduced 44.68%	26 $17,000
Q4 2022 Feb 03, 2023	BUY	$530.32 - $774.75 $24,925 - $36,413	47 New	47 $33,000
Q2 2022 Jul 12, 2022	BUY	$582.26 - $782.23 $21,543 - $28,942	37 Added 142.31%	63 $38,000
Q1 2022 Apr 25, 2022	SELL	$662.87 - $917.22 $662 - $917	-1 Reduced 3.7%	26 $20,000
Q3 2021 Oct 20, 2021	SELL	$838.66 - $954.94 $19,289 - $21,963	-23 Reduced 46.0%	27 $22,000
Q2 2021 Jul 20, 2021	BUY	$766.83 - $887.42 $13,802 - $15,973	18 Added 56.25%	50 $43,000
Q1 2021 Apr 19, 2021	SELL	$683.21 - $779.75 $1.67 Million - $1.91 Million	-2,446 Reduced 98.71%	32 $24,000
Q4 2020 Feb 03, 2021	BUY	$567.91 - $721.54 $41,457 - $52,672	73 Added 3.04%	2,478 $1.79 Million
Q3 2020 Nov 03, 2020	SELL	$535.05 - $608.0 $10,701 - $12,160	-20 Reduced 0.82%	2,405 $1.36 Million
Q2 2020 Jul 21, 2020	BUY	$409.54 - $558.06 $44,230 - $60,270	108 Added 4.66%	2,425 $1.32 Million
Q1 2020 Apr 15, 2020	BUY	$327.42 - $572.48 $306,137 - $535,268	935 Added 67.66%	2,317 $1.02 Million
Q4 2019 Jan 29, 2020	BUY	$413.16 - $503.24 $570,987 - $695,477	1,382 New	1,382 $695,000

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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