Legacy Capital 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 | $524K | Buy |
499
+12
| +2% | +$12.6K | 0.12% | 184 |
|
2025
Q1 | $461K | Sell |
487
-27
| -5% | -$25.6K | 0.11% | 196 |
|
2024
Q4 | $527K | Buy |
+514
| New | +$527K | 0.13% | 168 |
|
2024
Q3 | – | Sell |
-467
| Closed | -$368K | – | 359 |
|
2024
Q2 | $368K | Buy |
+467
| New | +$368K | 0.09% | 208 |
|
2024
Q1 | – | Sell |
-344
| Closed | -$279K | – | 141 |
|
2023
Q4 | $279K | Buy |
+344
| New | +$279K | 0.08% | 228 |
|