PCS
Personal CFO Solutions’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $947K | Buy |
903
+13
| +1% | +$13.6K | 0.18% | 116 |
|
|
2025
Q1 | $843K | Sell |
890
-21
| -2% | -$19.9K | 0.17% | 129 |
|
|
2024
Q4 | $934K | Buy |
+911
| New | +$934K | 0.18% | 111 |
|
|
2024
Q3 | – | Sell |
-762
| Closed | -$600K | – | 565 |
|
|
2024
Q2 | $600K | Sell |
762
-115
| -13% | -$90.5K | 0.09% | 210 |
|
|
2024
Q1 | $732K | Buy |
877
+17
| +2% | +$14.2K | 0.11% | 188 |
|
|
2023
Q4 | $699K | Buy |
860
+12
| +1% | +$9.75K | 0.12% | 172 |
|
|
2023
Q3 | $548K | Buy |
848
+52
| +7% | +$33.6K | 0.11% | 180 |
|
|
2023
Q2 | $550K | Buy |
796
+17
| +2% | +$11.7K | 0.11% | 188 |
|
|
2023
Q1 | $521K | Buy |
779
+37
| +5% | +$24.7K | 0.11% | 187 |
|
|
2022
Q4 | $526K | Sell |
742
-21
| -3% | -$14.9K | 0.11% | 182 |
|
|
2022
Q3 | $420K | Sell |
763
-5
| -0.7% | -$2.75K | 0.11% | 181 |
|
|
2022
Q2 | $468K | Buy |
768
+201
| +35% | +$122K | 0.11% | 164 |
|
|
2022
Q1 | $433K | Buy |
567
+126
| +29% | +$96.2K | 0.09% | 225 |
|
|
2021
Q4 | $404K | Buy |
441
+58
| +15% | +$53.1K | 0.08% | 242 |
|
|
2021
Q3 | $322K | Sell |
383
-38
| -9% | -$31.9K | 0.07% | 269 |
|
|
2021
Q2 | $369K | Buy |
421
+68
| +19% | +$59.6K | 0.08% | 238 |
|
|
2021
Q1 | $266K | Buy |
353
+44
| +14% | +$33.2K | 0.06% | 298 |
|
|
2020
Q4 | $223K | Buy |
+309
| New | +$223K | 0.06% | 332 |
|