Valeo Financial 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 | $3.66M | Buy |
3,492
+15
| +0.4% | +$15.7K | 0.09% | 113 |
|
|
2025
Q1 | $3.29M | Buy |
3,477
+42
| +1% | +$39.7K | 0.09% | 102 |
|
|
2024
Q4 | $3.52M | Sell |
3,435
-32
| -0.9% | -$32.8K | 0.1% | 94 |
|
|
2024
Q3 | $3.29M | Buy |
3,467
+238
| +7% | +$226K | 0.09% | 108 |
|
|
2024
Q2 | $2.54M | Buy |
3,229
+267
| +9% | +$210K | 0.08% | 123 |
|
|
2024
Q1 | $2.26M | Buy |
2,962
+16
| +0.5% | +$12.2K | 0.08% | 133 |
|
|
2023
Q4 | $2.39M | Buy |
2,946
+183
| +7% | +$149K | 0.1% | 119 |
|
|
2023
Q3 | $1.79M | Buy |
2,763
+23
| +0.8% | +$14.9K | 0.08% | 137 |
|
|
2023
Q2 | $1.89M | Sell |
2,740
-187
| -6% | -$129K | 0.09% | 130 |
|
|
2023
Q1 | $1.96M | Buy |
2,927
+317
| +12% | +$212K | 0.09% | 129 |
|
|
2022
Q4 | $1.85M | Sell |
2,610
-708
| -21% | -$502K | 0.1% | 115 |
|
|
2022
Q3 | $1.83M | Buy |
3,318
+442
| +15% | +$243K | 0.12% | 108 |
|
|
2022
Q2 | $1.75M | Sell |
2,876
-220
| -7% | -$134K | 0.11% | 111 |
|
|
2022
Q1 | $2.37M | Buy |
3,096
+931
| +43% | +$711K | 0.12% | 102 |
|
|
2021
Q4 | $1.98M | Sell |
2,165
-110
| -5% | -$101K | 0.11% | 109 |
|
|
2021
Q3 | $1.91M | Buy |
2,275
+233
| +11% | +$195K | 0.11% | 113 |
|
|
2021
Q2 | $1.79M | Buy |
2,042
+121
| +6% | +$106K | 0.11% | 112 |
|
|
2021
Q1 | $1.45M | Sell |
1,921
-36
| -2% | -$27.1K | 0.07% | 148 |
|
|
2020
Q4 | $1.41M | Buy |
1,957
+160
| +9% | +$115K | 0.07% | 134 |
|
|
2020
Q3 | $1.01M | Sell |
1,797
-531
| -23% | -$299K | 0.09% | 128 |
|
|
2020
Q2 | $1.27M | Sell |
2,328
-842
| -27% | -$458K | 0.12% | 109 |
|
|
2020
Q1 | $1.49M | Sell |
3,170
-733
| -19% | -$345K | 0.16% | 90 |
|
|
2019
Q4 | $1.96M | Sell |
3,903
-163
| -4% | -$81.9K | 0.19% | 84 |
|
|
2019
Q3 | $1.81M | Sell |
4,066
-1,377
| -25% | -$614K | 0.2% | 76 |
|
|
2019
Q2 | $2.56M | Sell |
5,443
-1,526
| -22% | -$716K | 0.29% | 58 |
|
|
2019
Q1 | $2.98M | Buy |
6,969
+677
| +11% | +$289K | 0.36% | 47 |
|
|
2018
Q4 | $2.47M | Buy |
6,292
+2,785
| +79% | +$1.09M | 0.35% | 51 |
|
|
2018
Q3 | $1.44M | Sell |
3,507
-137
| -4% | -$56.3K | 0.19% | 86 |
|
|
2018
Q2 | $1.73M | Buy |
3,644
+1,733
| +91% | +$824K | 0.24% | 69 |
|
|
2018
Q1 | $1.04M | Buy |
1,911
+313
| +20% | +$170K | 0.17% | 100 |
|
|
2017
Q4 | $821K | Buy |
1,598
+368
| +30% | +$189K | 0.13% | 113 |
|
|
2017
Q3 | $550K | Buy |
+1,230
| New | +$550K | 0.12% | 117 |
|