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