Annis Gardner Whiting Capital Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
310
+55
| +22% | +$57.7K | 0.11% | 162 |
|
|
2025
Q1 | $241K | Sell |
255
-2
| -0.8% | -$1.89K | 0.1% | 169 |
|
|
2024
Q4 | $263K | Buy |
257
+11
| +4% | +$11.3K | 0.07% | 189 |
|
|
2024
Q3 | $234K | Sell |
246
-183
| -43% | -$174K | 0.07% | 197 |
|
|
2024
Q2 | $338K | Buy |
429
+3
| +0.7% | +$2.36K | 0.1% | 171 |
|
|
2024
Q1 | $355K | Buy |
426
+179
| +72% | +$149K | 0.13% | 129 |
|
|
2023
Q4 | $201K | Buy |
247
+76
| +44% | +$61.7K | 0.09% | 152 |
|
|
2023
Q3 | $111K | Buy |
+171
| New | +$111K | 0.06% | 192 |
|