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 |
|