Advisor OS’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Buy |
3,593
+114
| +3% | +$17.1K | 0.05% | 242 |
|
|
2025
Q1 | $486K | Buy |
3,479
+150
| +5% | +$21K | 0.06% | 239 |
|
|
2024
Q4 | $574K | Buy |
3,329
+205
| +7% | +$35.3K | 0.07% | 201 |
|
|
2024
Q3 | $478K | Sell |
3,124
-5,611
| -64% | -$859K | 0.05% | 255 |
|
|
2024
Q2 | $1.08M | Sell |
8,735
-733
| -8% | -$90.7K | 0.12% | 154 |
|
|
2024
Q1 | $1.24M | Sell |
9,468
-151
| -2% | -$19.8K | 0.14% | 130 |
|
|
2023
Q4 | $1.26M | Sell |
9,619
-1,713
| -15% | -$224K | 0.16% | 112 |
|
|
2023
Q3 | $1.21M | Buy |
11,332
+540
| +5% | +$57.9K | 0.18% | 101 |
|
|
2023
Q2 | $1M | Buy |
10,792
+2,126
| +25% | +$198K | 0.16% | 123 |
|
|
2023
Q1 | $761K | Buy |
8,666
+568
| +7% | +$49.9K | 0.18% | 134 |
|
|
2022
Q4 | $601K | Buy |
8,098
+1,101
| +16% | +$81.7K | 0.16% | 138 |
|
|
2022
Q3 | $587K | Sell |
6,997
-421
| -6% | -$35.3K | 0.18% | 115 |
|
|
2022
Q2 | $677K | Buy |
7,418
+112
| +2% | +$10.2K | 0.2% | 115 |
|
|
2022
Q1 | $928K | Buy |
+7,306
| New | +$928K | 0.27% | 86 |
|