VisionPoint Advisory Group’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Buy
+252
New +$264K 0.06% 293
2025
Q1
Sell
-511
Closed -$520K 220
2024
Q4
$520K Sell
511
-258
-34% -$262K 0.18% 105
2024
Q3
$730K Sell
769
-84
-10% -$79.8K 0.25% 95
2024
Q2
$672K Buy
853
+361
+73% +$284K 0.24% 94
2024
Q1
$410K Buy
492
+164
+50% +$137K 0.15% 129
2023
Q4
$266K Buy
328
+165
+101% +$134K 0.1% 138
2023
Q3
$106K Sell
163
-446
-73% -$289K 0.05% 188
2023
Q2
$421K Sell
609
-214
-26% -$148K 0.17% 96
2023
Q1
$520K Sell
823
-211
-20% -$133K 0.23% 78
2022
Q4
$762K Sell
1,034
-373
-27% -$275K 0.32% 57
2022
Q3
$774K Sell
1,407
-221
-14% -$122K 0.37% 36
2022
Q2
$1.19M Sell
1,628
-311
-16% -$227K 0.47% 37
2022
Q1
$1.16M Buy
1,939
+319
+20% +$191K 0.54% 41
2021
Q4
$1.31M Buy
1,620
+132
+9% +$107K 0.57% 42
2021
Q3
$1.42M Sell
1,488
-448
-23% -$428K 0.63% 37
2021
Q2
$1.69M Sell
1,936
-686
-26% -$600K 0.75% 39
2021
Q1
$1.98M Sell
2,622
-259
-9% -$195K 0.95% 41
2020
Q4
$2.08M Buy
+2,881
New +$2.08M 1.05% 21