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