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 |
|