Lane & Associates’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$285K Sell
302
-110
-27% -$104K 0.15% 98
2024
Q4
$443K Sell
412
-77
-16% -$82.8K 0.23% 73
2024
Q3
$465K Sell
489
-7
-1% -$6.65K 0.25% 69
2024
Q2
$390K Buy
496
+33
+7% +$26K 0.23% 77
2024
Q1
$386K Sell
463
-203
-30% -$169K 0.24% 74
2023
Q4
$540K Sell
666
-53
-7% -$43K 0.39% 54
2023
Q3
$465K Buy
719
+23
+3% +$14.9K 0.37% 56
2023
Q2
$481K Buy
696
+28
+4% +$19.3K 0.38% 52
2023
Q1
$447K Buy
668
+25
+4% +$16.7K 0.4% 53
2022
Q4
$455K Buy
+643
New +$455K 0.43% 50