Sanders Morris Harris’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Hold
1,046
0.26% 35
2025
Q1
$990K Hold
1,046
0.15% 91
2024
Q4
$1.09M Sell
1,046
-100
-9% -$104K 0.16% 93
2024
Q3
$1.09M Hold
1,146
0.18% 81
2024
Q2
$902K Hold
1,146
0.15% 93
2024
Q1
$955K Buy
+1,146
New +$955K 0.18% 93
2023
Q4
Sell
-1,246
Closed -$806K 173
2023
Q3
$806K Hold
1,246
0.17% 94
2023
Q2
$861K Hold
1,246
0.19% 75
2023
Q1
$834K Hold
1,246
0.29% 27
2022
Q4
$883K Hold
1,246
0.33% 61
2022
Q3
$686K Sell
1,246
-113
-8% -$62.2K 0.17% 102
2022
Q2
$828K Buy
1,359
+400
+42% +$244K 0.18% 87
2022
Q1
$732K Buy
959
+13
+1% +$9.92K 0.14% 115
2021
Q4
$866K Hold
946
0.15% 100
2021
Q3
$794K Hold
946
0.14% 110
2021
Q2
$827K Hold
946
0.16% 112
2021
Q1
$713K Buy
946
+46
+5% +$34.7K 0.15% 116
2020
Q4
$649K Hold
900
0.15% 119
2020
Q3
$507K Hold
900
0.14% 144
2020
Q2
$490K Buy
+900
New +$490K 0.24% 55
2019
Q4
Sell
-900
Closed -$401K 287
2019
Q3
$401K Buy
900
+470
+109% +$209K 0.1% 169
2019
Q2
$202K Buy
+430
New +$202K 0.05% 252