Capstone Wealth Management Group LLC BLK Holdings History
Number of Shares
369.00
Current Holdings Value*
$386,700.00
% of Portfolio
0.28%
Total Estimate Gain
$58,294.62
% of Total Estimate Gain
16.71%
Capstone Wealth Management Group LLC's BlackRock Inc Holding Summary
As of 2025-06-30, Capstone Wealth Management Group LLC held 369.00 shares of BlackRock Inc(BLK), totaling $386,700.00. This investment constitutes 0.28% of their stock portfolio, and Capstone Wealth Management Group LLC now holds 0% of the outstanding BlackRock Inc(BLK) stock.
The initial trade took place in 2025Q2. And since then Capstone Wealth Management Group LLC has made 1 purchases of BLK, at an average price of $945.61, for a total of 369.00 shares. Based on historical transaction data and BLK's current price of $1103.59, Capstone Wealth Management Group LLC's estimated gain on his BLK holdings is $58,294.62, reflecting a 16.71% gain to date.
Capstone Wealth Management Group LLC BLK ($1103.59) Holding Chart
Capstone Wealth Management Group LLC BLK ($1103.59) 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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