Gradient Capital Advisors’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
$512K Buy
2025
Q2
$457K Buy
2025
Q1
$394K Sell
2024
Q4
$436K Buy
2024
Q3
$380K Buy
2024
Q2
$303K Hold
2024
Q1
$321K Hold
2023
Q4
$312K Sell
2023
Q3
$284K Buy
2023
Q2
$303K Buy
2023
Q1
$252K Sell
2022
Q4
$305K Buy
2022
Q3
$207K Buy
2022
Q1
Sell
2021
Q4
$202K Buy