Willner & Heller’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
270
+2
| +0.7% | +$2.1K | 0.24% | 122 |
|
|
2025
Q1 | $253K | Buy |
268
+38
| +17% | +$35.9K | 0.23% | 127 |
|
|
2024
Q4 | $235K | Buy |
+230
| New | +$235K | 0.21% | 137 |
|
|
2022
Q4 | $258K | Buy |
+364
| New | +$258K | 0.37% | 104 |
|
|
2022
Q2 | – | Sell |
-247
| Closed | -$226K | – | 119 |
|
|
2022
Q1 | $226K | Buy |
247
+1
| +0.4% | +$915 | 0.28% | 127 |
|
|
2021
Q4 | $206K | Buy |
+246
| New | +$206K | 0.27% | 137 |
|