Accel Wealth Management’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.04M Sell
13,661
-212
-2% -$31.7K 0.68% 38
2025
Q1
$1.94M Buy
13,873
+50
+0.4% +$6.99K 0.7% 40
2024
Q4
$2.38M Sell
13,823
-10
-0.1% -$1.72K 0.9% 25
2024
Q3
$2.12M Sell
13,833
-335
-2% -$51.3K 0.79% 35
2024
Q2
$1.75M Sell
14,168
-83
-0.6% -$10.3K 0.7% 39
2024
Q1
$1.87M Buy
14,251
+1,765
+14% +$232K 0.79% 34
2023
Q4
$1.63M Buy
12,486
+36
+0.3% +$4.71K 0.82% 33
2023
Q3
$1.33M Sell
12,450
-182
-1% -$19.5K 0.74% 43
2023
Q2
$1.17M Sell
12,632
-235
-2% -$21.8K 0.65% 45
2023
Q1
$1.13M Buy
12,867
+41
+0.3% +$3.6K 0.46% 57
2022
Q4
$952K Sell
12,826
-686
-5% -$50.9K 0.46% 57
2022
Q3
$1.26M Sell
13,512
-1
-0% -$94 0.68% 42
2022
Q2
$1.26M Buy
13,513
+578
+4% +$53.8K 0.72% 39
2022
Q1
$1.66M Sell
12,935
-199
-2% -$25.5K 0.86% 30
2021
Q4
$1.7M Buy
13,134
+681
+5% +$88.1K 0.83% 36
2021
Q3
$1.45M Sell
12,453
-867
-7% -$101K 0.94% 29
2021
Q2
$1.29M Buy
13,320
+493
+4% +$47.9K 0.86% 28
2021
Q1
$956K Sell
12,827
-617
-5% -$46K 0.77% 30
2020
Q4
$871K Buy
+13,444
New +$871K 0.81% 28