Financial Synergies 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
$202K Buy
2024
Q2
Sell
2024
Q1
$78.6K Buy
2023
Q4
$26.2K Sell
2023
Q3
$60.7K Hold
2023
Q2
$64.8K Sell
2023
Q1
$63.9K Buy
2022
Q4
$26.2K Buy
2022
Q3
$1.65K Hold
2022
Q2
$1.83K Buy