Cornerstone Planning Group’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75.6K Sell
68
-23
-25% -$25.6K 0.02% 182
2025
Q1
$81K Buy
91
+36
+65% +$32.1K 0.02% 167
2024
Q4
$56.4K Hold
55
0.01% 170
2024
Q3
$53.8K Sell
55
-7
-11% -$6.84K 0.01% 179
2024
Q2
$51.2K Sell
62
-2
-3% -$1.65K 0.01% 194
2024
Q1
$48.6K Sell
64
-13
-17% -$9.86K 0.02% 177
2023
Q4
$62.1K Sell
77
-1
-1% -$807 0.02% 156
2023
Q3
$50.7K Sell
78
-16
-17% -$10.4K 0.02% 182
2023
Q2
$65.3K Buy
+94
New +$65.3K 0.03% 200
2022
Q4
$92.9K Buy
+127
New +$92.9K 0.04% 168