Premier Path 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 | $3.76M | Buy |
3,582
+104
| +3% | +$109K | 0.52% | 40 |
|
2025
Q1 | $3.29M | Buy |
3,478
+104
| +3% | +$98.4K | 0.51% | 42 |
|
2024
Q4 | $3.46M | Buy |
+3,374
| New | +$3.46M | 0.53% | 40 |
|
2024
Q3 | – | Sell |
-2,890
| Closed | -$2.28M | – | 367 |
|
2024
Q2 | $2.28M | Buy |
2,890
+191
| +7% | +$150K | 0.39% | 58 |
|
2024
Q1 | $2.25M | Buy |
2,699
+44
| +2% | +$36.7K | 0.42% | 56 |
|
2023
Q4 | $2.17M | Buy |
+2,655
| New | +$2.17M | 0.48% | 45 |
|