RPWA
Regent Peak Wealth Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $460K | Buy |
486
+5
| +1% | +$4.73K | 0.11% | 87 |
|
|
2024
Q4 | $493K | Buy |
+481
| New | +$493K | 0.11% | 88 |
|
|
2024
Q3 | – | Sell |
-481
| Closed | -$379K | – | 180 |
|
|
2024
Q2 | $379K | Buy |
481
+7
| +1% | +$5.51K | 0.09% | 107 |
|
|
2024
Q1 | $395K | Buy |
474
+2
| +0.4% | +$1.67K | 0.1% | 99 |
|
|
2023
Q4 | $383K | Buy |
472
+4
| +0.9% | +$3.25K | 0.1% | 98 |
|
|
2023
Q3 | $303K | Buy |
468
+4
| +0.9% | +$2.59K | 0.09% | 110 |
|
|
2023
Q2 | $321K | Buy |
464
+11
| +2% | +$7.6K | 0.09% | 101 |
|
|
2023
Q1 | $303K | Sell |
453
-6
| -1% | -$4.02K | 0.09% | 106 |
|
|
2022
Q4 | $325K | Buy |
459
+3
| +0.7% | +$2.13K | 0.11% | 110 |
|
|
2022
Q3 | $250K | Sell |
456
-35
| -7% | -$19.2K | 0.09% | 126 |
|
|
2022
Q2 | $299K | Buy |
491
+17
| +4% | +$10.4K | 0.1% | 118 |
|
|
2022
Q1 | $362K | Buy |
474
+22
| +5% | +$16.8K | 0.1% | 112 |
|
|
2021
Q4 | $414K | Buy |
452
+12
| +3% | +$11K | 0.11% | 103 |
|
|
2021
Q3 | $369K | Buy |
440
+2
| +0.5% | +$1.68K | 0.11% | 110 |
|
|
2021
Q2 | $380K | Sell |
438
-37
| -8% | -$32.1K | 0.11% | 110 |
|
|
2021
Q1 | $358K | Buy |
475
+12
| +3% | +$9.04K | 0.12% | 104 |
|
|
2020
Q4 | $334K | Buy |
463
+83
| +22% | +$59.9K | 0.11% | 103 |
|
|
2020
Q3 | $214K | Sell |
380
-5
| -1% | -$2.82K | 0.09% | 120 |
|
|
2020
Q2 | $209K | Buy |
+385
| New | +$209K | 0.09% | 114 |
|