Quantum Financial Planning Services’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$330K Sell
315
-50
-14% -$52.4K 0.16% 29
2025
Q1
$345K Buy
365
+53
+17% +$50.1K 0.19% 23
2024
Q4
$320K Buy
+312
New +$320K 0.18% 25