Everhart Financial 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
$1.06M Buy
1,006
+160
+19% +$168K 0.12% 115
2025
Q1
$801K Buy
846
+649
+329% +$614K 0.11% 137
2024
Q4
$202K Sell
197
-523
-73% -$536K 0.04% 305
2024
Q3
$684K Buy
720
+120
+20% +$114K 0.15% 152
2024
Q2
$472K Buy
600
+107
+22% +$84.2K 0.12% 166
2024
Q1
$411K Buy
493
+43
+10% +$35.8K 0.12% 175
2023
Q4
$365K Buy
450
+14
+3% +$11.4K 0.13% 148
2023
Q3
$282K Buy
436
+33
+8% +$21.3K 0.12% 160
2023
Q2
$279K Buy
403
+7
+2% +$4.84K 0.12% 169
2023
Q1
$265K Buy
396
+4
+1% +$2.68K 0.12% 156
2022
Q4
$278K Sell
392
-300
-43% -$213K 0.14% 131
2022
Q3
$381K Hold
692
0.21% 96
2022
Q2
$422K Buy
+692
New +$422K 0.26% 89