Heritage Way Advisors, LLC BLK Holdings History
Heritage Way Advisors, LLC's BlackRock Inc Holding Summary
As of 2021-12-31, Heritage Way Advisors, LLC held 6,038.00 shares of BlackRock Inc(BLK), totaling $5.53 Mil. This investment constitutes 2.07% of their stock portfolio, and Heritage Way Advisors, LLC now holds 0% of the outstanding BlackRock Inc(BLK) stock.
The initial trade took place in 2018Q2. And since then Heritage Way Advisors, LLC has made 9 purchases of BLK, at an average price of $512.78, for a total of 6,737.00 shares. In addition, there have been 6 sales at an average price of $743.66 for 699.00 shares. Based on historical transaction data and BLK's current price of $1120.37, Heritage Way Advisors, LLC's estimated gain on his BLK holdings is $3.83 Mil, reflecting a 110.87% gain to date.
Heritage Way Advisors, LLC BLK ($1120.37) Holding Chart
Heritage Way Advisors, LLC BLK ($1120.37) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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