GoalVest Advisory’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 | $47.8K | Hold |
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|
2025
Q2 | $43K | Hold |
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|
2025
Q1 | $38.8K | Sell |
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|
2024
Q4 | $49.2K | Sell |
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|
2024
Q3 | $64.6K | Hold |
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|
2024
Q2 | $53.5K | Hold |
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|
2024
Q1 | $56.7K | Sell |
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|
2023
Q4 | $57.6K | Hold |
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|
2023
Q3 | $45.9K | Hold |
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|
2023
Q2 | $49.1K | Buy |
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|
2023
Q1 | $32.1K | Sell |
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|
2022
Q4 | $35.4K | Sell |
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|
2022
Q3 | $32K | Sell |
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|
2022
Q2 | $457K | Sell |
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|
2022
Q1 | $565K | Buy |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $963K | Buy |
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|
2020
Q4 | $880K | Buy |
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