Gradient Capital Advisors, LLC Black Rock Inc. Transaction History

Gradient Capital Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 31, 2024	SELL	$598.08 - $819.0 $32,296 - $44,226	-54 Reduced 12.3%	385 $312,000
Q3 2023 Oct 24, 2023	BUY	$643.39 - $756.58 $643 - $756	1 Added 0.23%	439 $283,000
Q2 2023 Jul 18, 2023	BUY	$629.18 - $711.19 $39,009 - $44,093	62 Added 16.49%	438 $302,000
Q1 2023 Apr 17, 2023	SELL	$625.77 - $770.73 $33,791 - $41,619	-54 Reduced 12.56%	376 $251,000
Q4 2022 Feb 03, 2023	BUY	$530.32 - $774.75 $28,637 - $41,836	54 Added 14.36%	430 $304,000
Q3 2022 Nov 04, 2022	BUY	$550.28 - $757.07 $206,905 - $284,658	376 New	376 $207,000
Q1 2022 Apr 29, 2022	SELL	$662.87 - $917.22 $145,831 - $201,788	-220 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$825.56 - $971.49 $181,623 - $213,727	220 New	220 $202,000

1,854

111M

1.15M

1.37M

Ticker BLK
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 150,768,992
Market Cap $159B
Description
BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign we...

Get notified when there are updates to the investment portfolio of Gradient Capital Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Gradient Capital Advisors, LLC with notifications on news.