EverSource Wealth Advisors’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$892K Sell
2025
Q2
$911K Buy
2025
Q1
$675K Sell
2024
Q4
$765K Buy
2024
Q3
$464K Buy
2024
Q2
$422K Buy
2024
Q1
$345K Sell
2023
Q4
$376K Buy
2023
Q3
$268K Sell
2023
Q2
$306K Buy
2023
Q1
$296K Sell
2022
Q4
$377K Sell
2022
Q3
$444K Buy
2022
Q2
$478K Sell
2022
Q1
$717K Buy
2021
Q4
$651K Buy