GoalVest Advisory’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43K | Hold |
41
| – | – | 0.01% | 221 |
|
|
2025
Q1 | $38.8K | Sell |
41
-7
| -15% | -$6.63K | 0.01% | 200 |
|
|
2024
Q4 | $49.2K | Sell |
48
-20
| -29% | -$20.5K | 0.01% | 188 |
|
|
2024
Q3 | $64.6K | Hold |
68
| – | – | 0.02% | 170 |
|
|
2024
Q2 | $53.5K | Hold |
68
| – | – | 0.02% | 171 |
|
|
2024
Q1 | $56.7K | Sell |
68
-3
| -4% | -$2.5K | 0.02% | 183 |
|
|
2023
Q4 | $57.6K | Hold |
71
| – | – | 0.03% | 127 |
|
|
2023
Q3 | $45.9K | Hold |
71
| – | – | 0.02% | 150 |
|
|
2023
Q2 | $49.1K | Buy |
71
+23
| +48% | +$15.9K | 0.03% | 138 |
|
|
2023
Q1 | $32.1K | Sell |
48
-2
| -4% | -$1.34K | 0.02% | 137 |
|
|
2022
Q4 | $35.4K | Sell |
50
-9
| -15% | -$6.38K | 0.02% | 124 |
|
|
2022
Q3 | $32K | Sell |
59
-677
| -92% | -$367K | 0.02% | 130 |
|
|
2022
Q2 | $457K | Sell |
736
-4
| -0.5% | -$2.48K | 0.29% | 97 |
|
|
2022
Q1 | $565K | Buy |
+740
| New | +$565K | 0.32% | 82 |
|
|
2021
Q2 | $1.35M | Buy |
1,540
+263
| +21% | +$230K | 0.84% | 34 |
|
|
2021
Q1 | $963K | Buy |
1,277
+58
| +5% | +$43.7K | 0.72% | 44 |
|
|
2020
Q4 | $880K | Buy |
+1,219
| New | +$880K | 0.74% | 42 |
|