Burling Wealth Partners’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$597K Sell
569
-29
-5% -$30.4K 0.11% 119
2025
Q1
$566K Sell
598
-25
-4% -$23.7K 0.12% 111
2024
Q4
$639K Buy
+623
New +$639K 0.13% 111