Bordeaux Wealth Advisors’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$305K Buy
291
+3
+1% +$3.15K 0.04% 127
2025
Q1
$273K Sell
288
-4
-1% -$3.79K 0.05% 125
2024
Q4
$299K Buy
292
+3
+1% +$3.08K 0.05% 119
2024
Q3
$274K Buy
+289
New +$274K 0.05% 129