GCA
Gradient Capital Advisors’s Blackrock BLK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $457K | Buy |
436
+19
| +5% | +$19.9K | 0.14% | 104 |
|
2025
Q1 | $394K | Sell |
417
-9
| -2% | -$8.51K | 0.13% | 107 |
|
2024
Q4 | $436K | Buy |
426
+26
| +7% | +$26.6K | 0.14% | 97 |
|
2024
Q3 | $380K | Buy |
400
+15
| +4% | +$14.3K | 0.13% | 106 |
|
2024
Q2 | $303K | Hold |
385
| – | – | 0.11% | 120 |
|
2024
Q1 | $321K | Hold |
385
| – | – | 0.12% | 118 |
|
2023
Q4 | $312K | Sell |
385
-54
| -12% | -$43.8K | 0.12% | 119 |
|
2023
Q3 | $284K | Buy |
439
+1
| +0.2% | +$646 | 0.12% | 119 |
|
2023
Q2 | $303K | Buy |
438
+62
| +16% | +$42.9K | 0.12% | 112 |
|
2023
Q1 | $252K | Sell |
376
-54
| -13% | -$36.2K | 0.11% | 126 |
|
2022
Q4 | $305K | Buy |
430
+54
| +14% | +$38.3K | 0.14% | 104 |
|
2022
Q3 | $207K | Buy |
+376
| New | +$207K | 0.1% | 122 |
|
2022
Q1 | – | Sell |
-220
| Closed | -$202K | – | 124 |
|
2021
Q4 | $202K | Buy |
+220
| New | +$202K | 0.08% | 118 |
|