HHGA
Halbert Hargrove Global Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4
| Closed | -$3.79K | – | 341 |
|
|
2025
Q1 | $3.79K | Buy |
+4
| New | +$3.79K | ﹤0.01% | 326 |
|
|
2023
Q2 | – | Sell |
-360
| Closed | -$241K | – | 102 |
|
|
2023
Q1 | $241K | Sell |
360
-1
| -0.3% | -$670 | 0.02% | 133 |
|
|
2022
Q4 | $256K | Buy |
+361
| New | +$256K | 0.02% | 119 |
|
|
2022
Q2 | – | Sell |
-317
| Closed | -$242K | – | 142 |
|
|
2022
Q1 | $242K | Sell |
317
-4
| -1% | -$3.05K | 0.02% | 133 |
|
|
2021
Q4 | $294K | Sell |
321
-24
| -7% | -$22K | 0.02% | 115 |
|
|
2021
Q3 | $289K | Sell |
345
-15
| -4% | -$12.6K | 0.02% | 109 |
|
|
2021
Q2 | $315K | Buy |
360
+28
| +8% | +$24.5K | 0.02% | 101 |
|
|
2021
Q1 | $251K | Sell |
332
-5
| -1% | -$3.78K | 0.02% | 106 |
|
|
2020
Q4 | $243K | Buy |
+337
| New | +$243K | 0.02% | 95 |
|
|
2015
Q2 | – | Sell |
-956
| Closed | -$350K | – | 182 |
|
|
2015
Q1 | $350K | Buy |
956
+394
| +70% | +$144K | 0.11% | 128 |
|
|
2014
Q4 | $201K | Sell |
562
-322
| -36% | -$115K | 0.1% | 133 |
|
|
2014
Q3 | $290K | Sell |
884
-868
| -50% | -$285K | 0.08% | 99 |
|
|
2014
Q2 | $560K | Buy |
1,752
+24
| +1% | +$7.67K | 0.17% | 37 |
|
|
2014
Q1 | $543K | Sell |
1,728
-1
| -0.1% | -$314 | 0.17% | 33 |
|
|
2013
Q4 | $547K | Sell |
1,729
-263
| -13% | -$83.2K | 0.17% | 35 |
|
|
2013
Q3 | $539K | Buy |
1,992
+219
| +12% | +$59.3K | 0.18% | 39 |
|
|
2013
Q2 | $455K | Buy |
+1,773
| New | +$455K | 0.17% | 50 |
|