Acorn Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
16,501
+813
| +5% | +$122K | 0.92% | 27 |
|
|
2025
Q1 | $2.19M | Buy |
15,688
+69
| +0.4% | +$9.65K | 0.91% | 27 |
|
|
2024
Q4 | $2.69M | Sell |
15,619
-309
| -2% | -$53.3K | 1.11% | 20 |
|
|
2024
Q3 | $2.44M | Buy |
15,928
+111
| +0.7% | +$17K | 1.05% | 24 |
|
|
2024
Q2 | $1.96M | Buy |
15,817
+309
| +2% | +$38.3K | 0.97% | 26 |
|
|
2024
Q1 | $2.04M | Sell |
15,508
-18
| -0.1% | -$2.37K | 1.06% | 24 |
|
|
2023
Q4 | $2.03M | Sell |
15,526
-458
| -3% | -$60K | 1.2% | 22 |
|
|
2023
Q3 | $1.71M | Sell |
15,984
-328
| -2% | -$35.1K | 1.14% | 21 |
|
|
2023
Q2 | $1.52M | Buy |
16,312
+152
| +0.9% | +$14.1K | 1.03% | 23 |
|
|
2023
Q1 | $1.42M | Buy |
16,160
+648
| +4% | +$56.9K | 1.05% | 23 |
|
|
2022
Q4 | $1.15M | Buy |
15,512
+1,472
| +10% | +$109K | 0.88% | 26 |
|
|
2022
Q3 | $1.18M | Buy |
14,040
+1,281
| +10% | +$107K | 0.96% | 26 |
|
|
2022
Q2 | $1.16M | Buy |
12,759
+2,741
| +27% | +$250K | 0.92% | 25 |
|
|
2022
Q1 | $1.27M | Sell |
10,018
-1,072
| -10% | -$136K | 0.88% | 25 |
|
|
2021
Q4 | $1.44M | Sell |
11,090
-574
| -5% | -$74.3K | 0.91% | 26 |
|
|
2021
Q3 | $1.36M | Sell |
11,664
-783
| -6% | -$91.1K | 0.95% | 25 |
|
|
2021
Q2 | $1.21M | Sell |
12,447
-636
| -5% | -$61.8K | 0.84% | 26 |
|
|
2021
Q1 | $975K | Sell |
13,083
-230
| -2% | -$17.1K | 0.7% | 32 |
|
|
2020
Q4 | $863K | Sell |
13,313
-990
| -7% | -$64.2K | 0.68% | 35 |
|
|
2020
Q3 | $747K | Buy |
14,303
+1,764
| +14% | +$92.1K | 0.65% | 39 |
|
|
2020
Q2 | $710K | Buy |
12,539
+209
| +2% | +$11.8K | 0.66% | 36 |
|
|
2020
Q1 | $550K | Buy |
12,330
+2,487
| +25% | +$111K | 0.62% | 38 |
|
|
2019
Q4 | $552K | Sell |
9,843
-133
| -1% | -$7.46K | 0.46% | 44 |
|
|
2019
Q3 | $523K | Sell |
9,976
-1,058
| -10% | -$55.5K | 0.45% | 46 |
|
|
2019
Q2 | $521K | Buy |
11,034
+1,970
| +22% | +$93K | 0.48% | 43 |
|
|
2019
Q1 | $321K | Sell |
9,064
-1,721
| -16% | -$60.9K | 0.29% | 72 |
|
|
2018
Q4 | $338K | Buy |
10,785
+183
| +2% | +$5.74K | 0.35% | 60 |
|
|
2018
Q3 | $352K | Buy |
10,602
+358
| +3% | +$11.9K | 0.35% | 62 |
|
|
2018
Q2 | $340K | Buy |
10,244
+106
| +1% | +$3.52K | 0.29% | 60 |
|
|
2018
Q1 | $314K | Buy |
10,138
+1,208
| +14% | +$37.4K | 0.27% | 66 |
|
|
2017
Q4 | $295K | Buy |
+8,930
| New | +$295K | 0.27% | 74 |
|