PDS Planning’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $990K | Buy |
944
+81
| +9% | +$85K | 0.07% | 131 |
|
|
2025
Q1 | $816K | Buy |
863
+60
| +7% | +$56.8K | 0.07% | 131 |
|
|
2024
Q4 | $823K | Buy |
803
+31
| +4% | +$31.8K | 0.07% | 113 |
|
|
2024
Q3 | $733K | Buy |
772
+26
| +3% | +$24.7K | 0.07% | 133 |
|
|
2024
Q2 | $587K | Buy |
746
+163
| +28% | +$128K | 0.06% | 143 |
|
|
2024
Q1 | $486K | Buy |
583
+4
| +0.7% | +$3.34K | 0.05% | 167 |
|
|
2023
Q4 | $470K | Buy |
579
+61
| +12% | +$49.5K | 0.05% | 157 |
|
|
2023
Q3 | $335K | Sell |
518
-1
| -0.2% | -$646 | 0.04% | 198 |
|
|
2023
Q2 | $359K | Sell |
519
-10
| -2% | -$6.91K | 0.05% | 182 |
|
|
2023
Q1 | $354K | Buy |
529
+155
| +41% | +$104K | 0.05% | 165 |
|
|
2022
Q4 | $265K | Buy |
+374
| New | +$265K | 0.04% | 158 |
|
|
2021
Q3 | – | Sell |
-236
| Closed | -$206K | – | 213 |
|
|
2021
Q2 | $206K | Buy |
+236
| New | +$206K | 0.05% | 171 |
|