Turtle Creek Wealth Advisors, LLC BLK Holdings History
Turtle Creek Wealth Advisors, LLC's BlackRock Inc Holding Summary
As of 2025-03-31, Turtle Creek Wealth Advisors, LLC held 10,701.00 shares of BlackRock Inc(BLK), totaling $10.13 Mil. This investment constitutes 1.51% of their stock portfolio, and Turtle Creek Wealth Advisors, LLC now holds 0.01% of the outstanding BlackRock Inc(BLK) stock.
The initial trade took place in 2023Q4. And since then Turtle Creek Wealth Advisors, LLC has made 4 purchases of BLK, at an average price of $885.30, for a total of 17,328.00 shares. In addition, there have been 1 sales at an average price of $1,016.21 for 6,627.00 shares. Based on historical transaction data and BLK's current price of $1103.59, Turtle Creek Wealth Advisors, LLC's estimated gain on his BLK holdings is $3.20 Mil, reflecting a 20.88% gain to date.
Turtle Creek Wealth Advisors, LLC BLK ($1103.59) Holding Chart
Turtle Creek Wealth Advisors, 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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