Values Added Financial’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$400K Buy
381
+19
+5% +$19.9K 0.19% 82
2025
Q1
$343K Buy
362
+18
+5% +$17K 0.19% 84
2024
Q4
$353K Sell
344
-9
-3% -$9.23K 0.2% 82
2024
Q3
$335K Buy
353
+6
+2% +$5.7K 0.21% 73
2024
Q2
$273K Buy
347
+40
+13% +$31.5K 0.2% 75
2024
Q1
$256K Hold
307
0.2% 75
2023
Q4
$249K Buy
+307
New +$249K 0.2% 74
2023
Q3
Sell
-307
Closed -$212K 82
2023
Q2
$212K Buy
+307
New +$212K 0.2% 77