Holistic Financial Partners’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 | $569K | Sell |
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|
2025
Q2 | $521K | Buy |
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|
2025
Q1 | $454K | Sell |
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|
2024
Q4 | $548K | Sell |
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|
2024
Q3 | $523K | Buy |
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|
2024
Q2 | $357K | Sell |
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|
2024
Q1 | $412K | Sell |
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|
2023
Q4 | $493K | Buy |
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|
2023
Q3 | $368K | Buy |
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|
2023
Q2 | $383K | Buy |
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|
2023
Q1 | $351K | Buy |
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|
2022
Q4 | $354K | Sell |
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | $313K | Buy |
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|
2022
Q1 | $390K | Buy |
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|
2021
Q4 | $346K | Buy |
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|
2021
Q3 | $285K | Hold |
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|
2021
Q2 | $297K | Buy |
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|
2021
Q1 | $210K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $66K | Buy |
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|
2017
Q4 | $60K | Buy |
|