Personal Cfo Solutions, LLC Black Rock Inc. Transaction History

Personal Cfo Solutions, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$747.3 - $826.77 $85,939 - $95,078	-115 Reduced 13.11%	762 $599,000
Q1 2024 May 13, 2024	BUY	$774.31 - $842.06 $13,163 - $14,315	17 Added 1.98%	877 $731,000
Q4 2023 Feb 13, 2024	BUY	$598.08 - $819.0 $7,176 - $9,828	12 Added 1.42%	860 $698,000
Q3 2023 Nov 13, 2023	BUY	$643.39 - $756.58 $33,456 - $39,342	52 Added 6.53%	848 $548,000
Q2 2023 Aug 10, 2023	BUY	$629.18 - $711.19 $10,696 - $12,090	17 Added 2.18%	796 $550,000
Q1 2023 May 09, 2023	BUY	$625.77 - $770.73 $23,153 - $28,517	37 Added 4.99%	779 $521,000
Q4 2022 Feb 14, 2023	SELL	$530.32 - $774.75 $11,136 - $16,269	-21 Reduced 2.75%	742 $525,000
Q3 2022 Nov 01, 2022	SELL	$550.28 - $757.07 $2,751 - $3,785	-5 Reduced 0.65%	763 $420,000
Q2 2022 Aug 05, 2022	BUY	$582.26 - $782.23 $117,034 - $157,228	201 Added 35.45%	768 $468,000
Q1 2022 May 02, 2022	BUY	$662.87 - $917.22 $83,521 - $115,569	126 Added 28.57%	567 $433,000
Q4 2021 Feb 11, 2022	BUY	$825.56 - $971.49 $47,882 - $56,346	58 Added 15.14%	441 $404,000
Q3 2021 Nov 18, 2021	SELL	$838.66 - $954.94 $31,869 - $36,287	-38 Reduced 9.03%	383 $322,000
Q2 2021 Jul 22, 2021	BUY	$766.83 - $887.42 $52,144 - $60,344	68 Added 19.26%	421 $369,000
Q1 2021 Apr 21, 2021	BUY	$683.21 - $779.75 $30,061 - $34,309	44 Added 14.24%	353 $266,000
Q4 2020 Feb 09, 2021	BUY	$567.91 - $721.54 $175,484 - $222,955	309 New	309 $222,000

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...

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