TFA
Toth Financial Advisory’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Buy |
11,028
+769
| +7% | +$807K | 1.35% | 20 |
|
|
2025
Q1 | $9.71M | Buy |
10,259
+715
| +7% | +$677K | 1.17% | 26 |
|
|
2024
Q4 | $9.78M | Sell |
9,544
-159
| -2% | -$163K | 1.15% | 23 |
|
|
2024
Q3 | $9.21M | Buy |
9,703
+134
| +1% | +$127K | 1.09% | 31 |
|
|
2024
Q2 | $7.53M | Buy |
9,569
+687
| +8% | +$541K | 0.96% | 36 |
|
|
2024
Q1 | $7.4M | Buy |
8,882
+630
| +8% | +$525K | 0.93% | 38 |
|
|
2023
Q4 | $6.7M | Buy |
8,252
+178
| +2% | +$144K | 0.91% | 38 |
|
|
2023
Q3 | $5.22M | Buy |
8,074
+250
| +3% | +$162K | 0.8% | 45 |
|
|
2023
Q2 | $5.41M | Buy |
7,824
+313
| +4% | +$216K | 0.78% | 46 |
|
|
2023
Q1 | $5.03M | Buy |
7,511
+370
| +5% | +$248K | 0.78% | 48 |
|
|
2022
Q4 | $5.06M | Sell |
7,141
-20
| -0.3% | -$14.2K | 0.82% | 49 |
|
|
2022
Q3 | $3.94M | Buy |
7,161
+324
| +5% | +$178K | 0.71% | 57 |
|
|
2022
Q2 | $4.16M | Buy |
6,837
+241
| +4% | +$147K | 0.73% | 55 |
|
|
2022
Q1 | $5.04M | Buy |
6,596
+220
| +3% | +$168K | 0.75% | 50 |
|
|
2021
Q4 | $5.84M | Buy |
6,376
+220
| +4% | +$201K | 0.8% | 44 |
|
|
2021
Q3 | $5.16M | Buy |
6,156
+388
| +7% | +$325K | 0.78% | 46 |
|
|
2021
Q2 | $5.05M | Buy |
5,768
+148
| +3% | +$129K | 0.77% | 48 |
|
|
2021
Q1 | $4.24M | Buy |
5,620
+756
| +16% | +$570K | 0.68% | 53 |
|
|
2020
Q4 | $3.51M | Buy |
4,864
+2,074
| +74% | +$1.5M | 0.6% | 61 |
|
|
2020
Q3 | $1.57M | Buy |
2,790
+2,696
| +2,868% | +$1.52M | 0.3% | 81 |
|
|
2020
Q2 | $51K | Buy |
+94
| New | +$51K | 0.01% | 227 |
|