Foundations Investment Advisors’s Blackrock BLK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.13M Sell
1,073
-306
-22% -$321K 0.02% 407
2025
Q1
$1.31M Buy
1,379
+385
+39% +$365K 0.02% 357
2024
Q4
$1.02M Sell
994
-2
-0.2% -$2.05K 0.02% 393
2024
Q3
$945K Buy
996
+89
+10% +$84.5K 0.02% 369
2024
Q2
$714K Buy
907
+54
+6% +$42.5K 0.02% 419
2024
Q1
$711K Sell
853
-85
-9% -$70.8K 0.02% 391
2023
Q4
$737K Buy
938
+43
+5% +$33.8K 0.02% 360
2023
Q3
$579K Sell
895
-261
-23% -$169K 0.02% 362
2023
Q2
$799K Sell
1,156
-200
-15% -$138K 0.03% 292
2023
Q1
$907K Buy
1,356
+232
+21% +$155K 0.03% 252
2022
Q4
$797K Buy
1,124
+438
+64% +$310K 0.03% 224
2022
Q3
$378K Sell
686
-35
-5% -$19.3K 0.02% 292
2022
Q2
$443K Buy
+721
New +$443K 0.02% 243
2022
Q1
Sell
-271
Closed -$240K 349
2021
Q4
$240K Buy
+271
New +$240K 0.01% 308
2019
Q4
Sell
-707
Closed -$297K 129
2019
Q3
$297K Buy
707
+123
+21% +$51.7K 0.04% 104
2019
Q2
$278K Buy
+584
New +$278K 0.04% 99