Willner & Heller’s Blackrock BLK Stock Holding History

Willner & Heller’s Portfolio BLK Stock Details BLK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$317K	Buy
2025 Q2	$284K	Buy
2025 Q1	$253K	Buy
2024 Q4	$235K	Buy
2022 Q4	$258K	Buy
2022 Q2	–	Sell
2022 Q1	$226K	Buy
2021 Q4	$206K	Buy