Accurate 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 | $1.16M | Buy |
7,042
+520
| +8% | +$85.3K | 0.18% | 132 |
|
2025
Q1 | $830K | Buy |
6,522
+33
| +0.5% | +$4.2K | 0.16% | 135 |
|
2024
Q4 | $1.07M | Buy |
6,489
+1,478
| +29% | +$244K | 0.21% | 114 |
|
2024
Q3 | $783K | Sell |
5,011
-52
| -1% | -$8.13K | 0.16% | 140 |
|
2024
Q2 | $670K | Buy |
5,063
+125
| +3% | +$16.5K | 0.16% | 135 |
|
2024
Q1 | $585K | Buy |
4,938
+413
| +9% | +$48.9K | 0.17% | 132 |
|
2023
Q4 | $543K | Buy |
4,525
+28
| +0.6% | +$3.36K | 0.17% | 125 |
|
2023
Q3 | $474K | Buy |
4,497
+179
| +4% | +$18.9K | 0.15% | 144 |
|
2023
Q2 | $449K | Sell |
4,318
-305
| -7% | -$31.7K | 0.14% | 147 |
|
2023
Q1 | $377K | Buy |
4,623
+151
| +3% | +$12.3K | 0.13% | 165 |
|
2022
Q4 | $360K | Buy |
+4,472
| New | +$360K | 0.13% | 137 |
|
2022
Q3 | – | Sell |
-2,810
| Closed | -$260K | – | 189 |
|
2022
Q2 | $260K | Sell |
2,810
-455
| -14% | -$42.1K | 0.14% | 121 |
|
2022
Q1 | $414K | Buy |
3,265
+650
| +25% | +$82.4K | 0.19% | 102 |
|
2021
Q4 | $335K | Hold |
2,615
| – | – | 0.27% | 99 |
|
2021
Q3 | $306K | Sell |
2,615
-100
| -4% | -$11.7K | 0.27% | 105 |
|
2021
Q2 | $264K | Buy |
+2,715
| New | +$264K | 0.23% | 107 |
|