Nicolet Advisory Services’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $935K | Sell |
856
-195
| -19% | -$213K | 0.08% | 134 |
|
2025
Q1 | $903K | Buy |
1,051
+26
| +3% | +$22.3K | 0.09% | 121 |
|
2024
Q4 | $980K | Buy |
1,025
+7
| +0.7% | +$6.69K | 0.09% | 118 |
|
2024
Q3 | $969K | Sell |
1,018
-35
| -3% | -$33.3K | 0.09% | 121 |
|
2024
Q2 | $855K | Buy |
1,053
+33
| +3% | +$26.8K | 0.08% | 125 |
|
2024
Q1 | $820K | Sell |
1,020
-47
| -4% | -$37.8K | 0.08% | 123 |
|
2023
Q4 | $835K | Sell |
1,067
-37
| -3% | -$29K | 0.09% | 109 |
|
2023
Q3 | $703K | Buy |
1,104
+129
| +13% | +$82.1K | 0.08% | 127 |
|
2023
Q2 | $664K | Buy |
975
+35
| +4% | +$23.8K | 0.07% | 129 |
|
2023
Q1 | $617K | Buy |
940
+377
| +67% | +$247K | 0.07% | 131 |
|
2022
Q4 | $425K | Buy |
+563
| New | +$425K | 0.06% | 142 |
|
2021
Q4 | – | Sell |
-253
| Closed | -$215K | – | 211 |
|
2021
Q3 | $215K | Buy |
+253
| New | +$215K | 0.03% | 187 |
|