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