Summit Financial Wealth Advisors’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$266K Buy
2025
Q2
$239K Buy
2022
Q2
Sell
2022
Q1
$252K Buy
2021
Q4
$257K Sell
2021
Q3
$242K Hold
2021
Q2
$252K Buy