Number of Shares
10,209.00
Current Holdings Value*
$10.47 Mil
% of Portfolio
0.82%
Total Estimate Gain
$5.38 Mil
% of Total Estimate Gain
18.79%

Executive Wealth Management, LLC's BlackRock Inc Holding Summary

As of 2024-12-31, Executive Wealth Management, LLC held 10,209.00 shares of BlackRock Inc(BLK), totaling $10.47 Mil. This investment constitutes 0.82% of their stock portfolio, and Executive Wealth Management, LLC now holds 0.01% of the outstanding BlackRock Inc(BLK) stock.

The initial trade took place in 2018Q4. And since then Executive Wealth Management, LLC has made 18 purchases of BLK, at an average price of $686.28, for a total of 41,731.00 shares. In addition, there have been 6 sales at an average price of $716.46 for 31,522.00 shares. Based on historical transaction data and BLK's current price of $1120.11, Executive Wealth Management, LLC's estimated gain on his BLK holdings is $5.38 Mil, reflecting a 18.79% gain to date.

Executive Wealth Management, LLC BLK ($1120.11) Holding Chart

Executive Wealth Management, LLC BLK ($1120.11) 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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