Mount Yale Investment Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | $1.19M | Sell |
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|
2022
Q4 | $1.27M | Buy |
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|
2022
Q3 | $953K | Sell |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $287K | Buy |
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|
2021
Q3 | $247K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $32K | Buy |
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