Accretive Wealth Partners’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.16M | Buy |
14,428
+176
| +1% | +$26.3K | 0.71% | 42 |
|
2025
Q1 | $1.91M | Buy |
14,252
+1,108
| +8% | +$148K | 0.67% | 47 |
|
2024
Q4 | $2.27M | Sell |
13,144
-291
| -2% | -$50.2K | 0.96% | 33 |
|
2024
Q3 | $2.06M | Sell |
13,435
-323
| -2% | -$49.5K | 0.86% | 36 |
|
2024
Q2 | $1.7M | Buy |
13,758
+135
| +1% | +$16.7K | 0.71% | 41 |
|
2024
Q1 | $1.61M | Buy |
13,623
+158
| +1% | +$18.6K | 0.71% | 44 |
|
2023
Q4 | $1.76M | Sell |
13,465
-28
| -0.2% | -$3.67K | 0.85% | 36 |
|
2023
Q3 | $1.45M | Buy |
13,493
+191
| +1% | +$20.5K | 0.86% | 31 |
|
2023
Q2 | $1.24M | Buy |
13,302
+1,123
| +9% | +$104K | 0.73% | 44 |
|
2023
Q1 | $1.07M | Buy |
12,179
+359
| +3% | +$31.5K | 0.68% | 49 |
|
2022
Q4 | $877K | Buy |
11,820
+795
| +7% | +$59K | 0.6% | 51 |
|
2022
Q3 | $923K | Buy |
+11,025
| New | +$923K | 0.7% | 46 |
|
2022
Q2 | – | Sell |
-1,907
| Closed | -$242K | – | 109 |
|
2022
Q1 | $242K | Buy |
+1,907
| New | +$242K | 0.15% | 103 |
|