TCWA
Turtle Creek Wealth Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
12,083
+1,382
| +13% | +$1.45M | 1.5% | 14 |
|
|
2025
Q1 | $10.1M | Buy |
+10,701
| New | +$10.1M | 1.51% | 15 |
|
|
2024
Q4 | – | Sell |
-6,627
| Closed | -$6.29M | – | 86 |
|
|
2024
Q3 | $6.29M | Buy |
6,627
+234
| +4% | +$222K | 1.26% | 23 |
|
|
2024
Q2 | $5.03M | Buy |
6,393
+1,236
| +24% | +$973K | 1.17% | 27 |
|
|
2024
Q1 | $4.3M | Buy |
5,157
+813
| +19% | +$678K | 1.05% | 35 |
|
|
2023
Q4 | $3.53M | Buy |
+4,344
| New | +$3.53M | 1.04% | 27 |
|