Waterway Wealth Management, LLC BLACKROCK INC COM Transaction History

Waterway Wealth Management, LLC

  • $331 Billion
  • Q2 2025
Number of Shares
604
Previous 1,080 44.07%
Holding current value
$634 Million
Previous $1.02 Billion 37.98%
% of portfolio
0.19%
Previous 0.43%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-476 Reduced 44.07%
604 $634 Million
Q1 2025

May 08, 2025
BUY
N/A
68 Added 6.72%
1,080 $1.02 Billion
Q4 2024

Feb 05, 2025
BUY
N/A
63 Added 6.64%
1,012 $1.04 Billion
Q3 2024

Oct 21, 2024
BUY
N/A
949 New
949 $901 Million
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