Spartan Planning & Wealth Management’s Blackrock BLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$286K	Buy	+273	New	+$286K	0.25%	69
2025 Q1	–	Sell	-233	Closed	-$239K	–	68
2024 Q4	$239K	Buy	+233	New	+$239K	0.22%	61
2023 Q4	$262K	Buy	+323	New	+$262K	0.28%	45
2022 Q4	$588K	Buy	+830	New	+$588K	0.73%	19