Evernest Financial 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 | $563K | Buy |
536
+63
| +13% | +$66.1K | 0.18% | 104 |
|
|
2025
Q1 | $448K | Sell |
473
-44
| -9% | -$41.7K | 0.16% | 109 |
|
|
2024
Q4 | $530K | Sell |
517
-60
| -10% | -$61.5K | 0.14% | 102 |
|
|
2024
Q3 | $548K | Buy |
577
+3
| +0.5% | +$2.85K | 0.15% | 102 |
|
|
2024
Q2 | $452K | Buy |
574
+2
| +0.3% | +$1.58K | 0.2% | 91 |
|
|
2024
Q1 | $429K | Sell |
572
-66
| -10% | -$49.5K | 0.2% | 90 |
|
|
2023
Q4 | $518K | Buy |
+638
| New | +$518K | 0.26% | 83 |
|
|
2021
Q4 | $406K | Buy |
+509
| New | +$406K | 0.21% | 89 |
|