Monterey Private Wealth’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$211K Buy
223
+1
+0.5% +$946 0.06% 132
2024
Q4
$227K Buy
+222
New +$227K 0.08% 116