PWP
Precedent Wealth Partners’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
1,946
+206
| +12% | +$216K | 0.5% | 59 |
|
|
2025
Q1 | $1.65M | Buy |
1,740
+266
| +18% | +$252K | 0.46% | 63 |
|
|
2024
Q4 | $1.51M | Buy |
+1,474
| New | +$1.51M | 0.49% | 56 |
|
|
2024
Q3 | – | Sell |
-1,329
| Closed | -$1.05M | – | 143 |
|
|
2024
Q2 | $1.05M | Buy |
1,329
+85
| +7% | +$66.9K | 0.42% | 66 |
|
|
2024
Q1 | $1.04M | Buy |
1,244
+112
| +10% | +$93.4K | 0.45% | 58 |
|
|
2023
Q4 | $919K | Buy |
+1,132
| New | +$919K | 0.47% | 50 |
|