Glass Jacobson Investment 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
$35.7K Sell
34
-124
-78% -$130K 0.01% 326
2025
Q1
$162K Hold
158
0.05% 252
2024
Q4
$162K Buy
158
+4
+3% +$4.1K 0.05% 252
2024
Q3
$146K Hold
154
0.05% 247
2024
Q2
$121K Hold
154
0.04% 251
2024
Q1
$128K Hold
154
0.05% 248
2023
Q4
$125K Sell
154
-13
-8% -$10.6K 0.05% 249
2023
Q3
$108K Buy
167
+13
+8% +$8.4K 0.05% 249
2023
Q2
$106K Buy
+154
New +$106K 0.05% 254
2022
Q4
$109K Buy
+154
New +$109K 0.05% 260