Powell Investment Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Hold |
708
| – | – | 0.28% | 54 |
|
|
2025
Q1 | $670K | Hold |
708
| – | – | 0.33% | 47 |
|
|
2024
Q4 | $726K | Buy |
+708
| New | +$726K | 0.34% | 47 |
|
|
2024
Q3 | – | Sell |
-702
| Closed | -$553K | – | 151 |
|
|
2024
Q2 | $553K | Hold |
702
| – | – | 0.29% | 53 |
|
|
2024
Q1 | $585K | Sell |
702
-2
| -0.3% | -$1.67K | 0.31% | 50 |
|
|
2023
Q4 | $572K | Hold |
704
| – | – | 0.32% | 51 |
|
|
2023
Q3 | $455K | Hold |
704
| – | – | 0.27% | 60 |
|
|
2023
Q2 | $487K | Sell |
704
-30
| -4% | -$20.7K | 0.28% | 62 |
|
|
2023
Q1 | $491K | Sell |
734
-6
| -0.8% | -$4.02K | 0.27% | 60 |
|
|
2022
Q4 | $524K | Buy |
740
+8
| +1% | +$5.67K | 0.3% | 57 |
|
|
2022
Q3 | $403K | Buy |
732
+261
| +55% | +$144K | 0.26% | 66 |
|
|
2022
Q2 | $287K | Buy |
+471
| New | +$287K | 0.17% | 83 |
|