APP
Avantax Planning Partners’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.41M | Buy |
6,109
+86
| +1% | +$90.2K | 0.2% | 79 |
|
|
2025
Q1 | $5.7M | Buy |
6,023
+14
| +0.2% | +$13.3K | 0.2% | 81 |
|
|
2024
Q4 | $6.16M | Buy |
6,009
+25
| +0.4% | +$25.6K | 0.22% | 73 |
|
|
2024
Q3 | $5.68M | Sell |
5,984
-2,277
| -28% | -$2.16M | 0.2% | 78 |
|
|
2024
Q2 | $6.5M | Buy |
8,261
+210
| +3% | +$165K | 0.21% | 77 |
|
|
2024
Q1 | $6.71M | Buy |
8,051
+3,515
| +77% | +$2.93M | 0.22% | 74 |
|
|
2023
Q4 | $3.68M | Sell |
4,536
-205
| -4% | -$166K | 0.14% | 79 |
|
|
2023
Q3 | $3.07M | Sell |
4,741
-76
| -2% | -$49.1K | 0.13% | 82 |
|
|
2023
Q2 | $3.33M | Sell |
4,817
-130
| -3% | -$89.8K | 0.13% | 78 |
|
|
2023
Q1 | $3.31M | Sell |
4,947
-2,193
| -31% | -$1.47M | 0.13% | 78 |
|
|
2022
Q4 | $5.06M | Sell |
7,140
-25
| -0.3% | -$17.7K | 0.2% | 62 |
|
|
2022
Q3 | $3.94M | Buy |
7,165
+297
| +4% | +$163K | 0.18% | 66 |
|
|
2022
Q2 | $4.18M | Buy |
6,868
+1,869
| +37% | +$1.14M | 0.18% | 67 |
|
|
2022
Q1 | $3.82M | Buy |
4,999
+480
| +11% | +$367K | 0.15% | 71 |
|
|
2021
Q4 | $4.14M | Buy |
4,519
+209
| +5% | +$191K | 0.17% | 55 |
|
|
2021
Q3 | $3.62M | Buy |
4,310
+64
| +2% | +$53.7K | 0.17% | 52 |
|
|
2021
Q2 | $3.72M | Buy |
4,246
+919
| +28% | +$804K | 0.17% | 47 |
|
|
2021
Q1 | $2.51M | Sell |
3,327
-316
| -9% | -$238K | 0.13% | 70 |
|
|
2020
Q4 | $2.63M | Sell |
3,643
-319
| -8% | -$230K | 0.14% | 61 |
|
|
2020
Q3 | $2.23M | Sell |
3,962
-24
| -0.6% | -$13.5K | 0.12% | 75 |
|
|
2020
Q2 | $2.17M | Buy |
3,986
+441
| +12% | +$240K | 0.12% | 69 |
|
|
2020
Q1 | $1.56M | Buy |
+3,545
| New | +$1.56M | 0.11% | 74 |
|
|
2018
Q4 | – | Sell |
-153
| Closed | -$72K | – | 390 |
|
|
2018
Q3 | $72K | Buy |
+153
| New | +$72K | 0.01% | 408 |
|
|
2018
Q2 | – | Sell |
-348
| Closed | -$189K | – | 387 |
|
|
2018
Q1 | $189K | Buy |
+348
| New | +$189K | 0.02% | 302 |
|
|
2017
Q4 | – | Sell |
-496
| Closed | -$222K | – | 310 |
|
|
2017
Q3 | $222K | Buy |
+496
| New | +$222K | 0.02% | 343 |
|