Triad 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 | $550K | Sell |
524
-7
| -1% | -$7.35K | 0.11% | 140 |
|
|
2025
Q1 | $503K | Buy |
531
+16
| +3% | +$15.1K | 0.16% | 105 |
|
|
2024
Q4 | $528K | Buy |
+515
| New | +$528K | 0.19% | 85 |
|
|
2024
Q3 | – | Sell |
-337
| Closed | -$265K | – | 157 |
|
|
2024
Q2 | $265K | Buy |
337
+68
| +25% | +$53.5K | 0.14% | 73 |
|
|
2024
Q1 | $224K | Buy |
+269
| New | +$224K | 0.17% | 54 |
|