Number of Shares
797.00
Current Holdings Value*
$835,760.00
% of Portfolio
0.14%
Total Estimate Gain
$3.04 Mil
% of Total Estimate Gain
24.26%

Allen Mooney & Barnes Investment Advisors LLC's BlackRock Inc Holding Summary

As of 2025-06-30, Allen Mooney & Barnes Investment Advisors LLC held 797.00 shares of BlackRock Inc(BLK), totaling $835,760.00. This investment constitutes 0.14% of their stock portfolio, and Allen Mooney & Barnes Investment Advisors LLC now holds 0% of the outstanding BlackRock Inc(BLK) stock.

The initial trade took place in 2022Q1. And since then Allen Mooney & Barnes Investment Advisors LLC has made 8 purchases of BLK, at an average price of $766.09, for a total of 16,342.00 shares. In addition, there have been 4 sales at an average price of $944.07 for 15,545.00 shares. Based on historical transaction data and BLK's current price of $1104.78, Allen Mooney & Barnes Investment Advisors LLC's estimated gain on his BLK holdings is $3.04 Mil, reflecting a 24.26% gain to date.

Allen Mooney & Barnes Investment Advisors LLC BLK ($1104.78) Holding Chart

Allen Mooney & Barnes Investment Advisors LLC BLK ($1104.78) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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