Herold 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
$1.17M Buy
1,111
+25
+2% +$26.2K 0.24% 105
2025
Q1
$1.03M Sell
1,086
-238
-18% -$225K 0.23% 111
2024
Q4
$1.36M Sell
1,324
-198
-13% -$203K 0.3% 90
2024
Q3
$1.45M Sell
1,522
-82
-5% -$77.9K 0.31% 84
2024
Q2
$1.26M Buy
1,604
+145
+10% +$114K 0.29% 98
2024
Q1
$1.22M Sell
1,459
-71
-5% -$59.2K 0.29% 100
2023
Q4
$1.24M Sell
1,530
-27
-2% -$21.9K 0.34% 86
2023
Q3
$1.01M Buy
1,557
+171
+12% +$111K 0.31% 96
2023
Q2
$958K Buy
1,386
+123
+10% +$85K 0.29% 103
2023
Q1
$845K Buy
1,263
+158
+14% +$106K 0.29% 100
2022
Q4
$783K Sell
1,105
-1,050
-49% -$744K 0.33% 91
2022
Q3
$1.19M Buy
2,155
+66
+3% +$36.3K 0.57% 58
2022
Q2
$1.27M Buy
2,089
+54
+3% +$32.9K 0.57% 59
2022
Q1
$1.56M Buy
2,035
+175
+9% +$134K 0.55% 55
2021
Q4
$1.7M Buy
1,860
+345
+23% +$316K 0.66% 49
2021
Q3
$1.27M Buy
+1,515
New +$1.27M 0.49% 69