Number of Shares
8,255.00
Current Holdings Value*
$6.70 Mil
% of Portfolio
7.21%
Total Estimate Gain
$3.62 Mil
% of Total Estimate Gain
65.86%

Charles Carroll Financial Partners, LLC's BlackRock Inc Holding Summary

As of 2023-12-31, Charles Carroll Financial Partners, LLC held 8,255.00 shares of BlackRock Inc(BLK), totaling $6.70 Mil. This investment constitutes 7.21% of their stock portfolio, and Charles Carroll Financial Partners, LLC now holds 0.01% of the outstanding BlackRock Inc(BLK) stock.

The initial trade took place in 2022Q2. And since then Charles Carroll Financial Partners, LLC has made 5 purchases of BLK, at an average price of $662.64, for a total of 8,305.00 shares. In addition, there have been 1 sales at an average price of $667.77 for 50.00 shares. Based on historical transaction data and BLK's current price of $1101.64, Charles Carroll Financial Partners, LLC's estimated gain on his BLK holdings is $3.62 Mil, reflecting a 65.86% gain to date.

Charles Carroll Financial Partners, LLC BLK ($1101.64) Holding Chart

Charles Carroll Financial Partners, LLC BLK ($1101.64) 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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