Waterway 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
$634K Sell
604
-476
-44% -$500K 0.19% 55
2025
Q1
$1.02M Buy
1,080
+68
+7% +$64.4K 0.43% 25
2024
Q4
$1.04M Buy
1,012
+63
+7% +$64.6K 0.46% 25
2024
Q3
$901K Buy
949
+70
+8% +$66.5K 0.39% 26
2024
Q2
$692K Buy
879
+52
+6% +$40.9K 0.34% 31
2024
Q1
$689K Buy
827
+158
+24% +$132K 0.3% 23
2023
Q4
$543K Buy
+669
New +$543K 0.23% 32