Physician 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 | $309K | Buy |
295
+6
| +2% | +$6.29K | 0.05% | 137 |
|
2025
Q1 | $274K | Sell |
289
-24
| -8% | -$22.7K | 0.05% | 146 |
|
2024
Q4 | $321K | Sell |
313
-16
| -5% | -$16.4K | 0.05% | 132 |
|
2024
Q3 | $331K | Sell |
329
-22
| -6% | -$22.1K | 0.06% | 124 |
|
2024
Q2 | $296K | Buy |
351
+57
| +19% | +$48.1K | 0.05% | 128 |
|
2024
Q1 | $221K | Buy |
+294
| New | +$221K | 0.05% | 157 |
|