Heritage Wealth Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Hold |
1,032
| – | – | 0.05% | 79 |
|
|
2025
Q1 | $977K | Sell |
1,032
-7
| -0.7% | -$6.63K | 0.05% | 79 |
|
|
2024
Q4 | $1.07M | Sell |
1,039
-22
| -2% | -$22.6K | 0.05% | 82 |
|
|
2024
Q3 | $1.01M | Buy |
1,061
+133
| +14% | +$126K | 0.05% | 88 |
|
|
2024
Q2 | $731K | Sell |
928
-1
| -0.1% | -$788 | 0.03% | 102 |
|
|
2024
Q1 | $775K | Sell |
929
-12
| -1% | -$10K | 0.04% | 106 |
|
|
2023
Q4 | $764K | Buy |
941
+128
| +16% | +$104K | 0.04% | 108 |
|
|
2023
Q3 | $526K | Buy |
813
+293
| +56% | +$189K | 0.03% | 128 |
|
|
2023
Q2 | $360K | Sell |
520
-18
| -3% | -$12.4K | 0.02% | 155 |
|
|
2023
Q1 | $360K | Sell |
538
-66
| -11% | -$44.2K | 0.02% | 153 |
|
|
2022
Q4 | $428K | Buy |
604
+117
| +24% | +$82.9K | 0.02% | 143 |
|
|
2022
Q3 | $268K | Hold |
487
| – | – | 0.02% | 171 |
|
|
2022
Q2 | $297K | Buy |
487
+320
| +192% | +$195K | 0.02% | 157 |
|
|
2022
Q1 | $128K | Sell |
167
-430
| -72% | -$330K | 0.01% | 229 |
|
|
2021
Q4 | $547K | Sell |
597
-19
| -3% | -$17.4K | 0.03% | 132 |
|
|
2021
Q3 | $517K | Hold |
616
| – | – | 0.03% | 134 |
|
|
2021
Q2 | $539K | Sell |
616
-637
| -51% | -$557K | 0.03% | 135 |
|
|
2021
Q1 | $945K | Sell |
1,253
-1,346
| -52% | -$1.01M | 0.06% | 86 |
|
|
2020
Q4 | $1.88M | Buy |
2,599
+2,490
| +2,284% | +$1.8M | 0.12% | 62 |
|
|
2020
Q3 | $61.4K | Hold |
109
| – | – | 0.01% | 250 |
|
|
2020
Q2 | $59.3K | Hold |
109
| – | – | 0.01% | 248 |
|
|
2020
Q1 | $48K | Hold |
109
| – | – | 0.01% | 252 |
|
|
2019
Q4 | $54.8K | Buy |
109
+41
| +60% | +$20.6K | 0.01% | 295 |
|
|
2019
Q3 | $30K | Sell |
68
-179
| -72% | -$79K | ﹤0.01% | 318 |
|
|
2019
Q2 | $116K | Hold |
247
| – | – | 0.02% | 180 |
|
|
2019
Q1 | $106K | Buy |
247
+49
| +25% | +$20.9K | 0.02% | 172 |
|
|
2018
Q4 | $77K | Hold |
198
| – | – | 0.02% | 174 |
|
|
2018
Q3 | $93K | Buy |
+198
| New | +$93K | 0.02% | 163 |
|