AE 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 | $861K | Sell |
5,755
-1,087
| -16% | -$163K | 0.01% | 766 |
|
|
2025
Q1 | $956K | Buy |
6,842
+508
| +8% | +$71K | 0.01% | 710 |
|
|
2024
Q4 | $1.09M | Sell |
6,334
-400
| -6% | -$69K | 0.01% | 679 |
|
|
2024
Q3 | $1.03M | Sell |
6,734
-3,385
| -33% | -$518K | 0.01% | 684 |
|
|
2024
Q2 | $1.25M | Buy |
10,119
+5,072
| +100% | +$628K | 0.01% | 648 |
|
|
2024
Q1 | $663K | Sell |
5,047
-50,536
| -91% | -$6.64M | 0.01% | 755 |
|
|
2023
Q4 | $6.92M | Sell |
55,583
-9,131
| -14% | -$1.14M | 0.04% | 492 |
|
|
2023
Q3 | $6.93M | Buy |
64,714
+2,173
| +3% | +$233K | 0.04% | 458 |
|
|
2023
Q2 | $5.81M | Buy |
62,541
+20,443
| +49% | +$1.9M | 0.04% | 497 |
|
|
2023
Q1 | $3.7M | Buy |
42,098
+5,729
| +16% | +$503K | 0.02% | 590 |
|
|
2022
Q4 | $2.7M | Sell |
36,369
-5,680
| -14% | -$421K | 0.02% | 643 |
|
|
2022
Q3 | $3.52M | Buy |
42,049
+684
| +2% | +$57.2K | 0.03% | 517 |
|
|
2022
Q2 | $3.77M | Buy |
41,365
+12,282
| +42% | +$1.12M | 0.03% | 469 |
|
|
2022
Q1 | $3.69M | Buy |
29,083
+3,574
| +14% | +$454K | 0.03% | 527 |
|
|
2021
Q4 | $3.3M | Buy |
25,509
+4,487
| +21% | +$581K | 0.02% | 539 |
|
|
2021
Q3 | $2.45M | Buy |
21,022
+2,074
| +11% | +$241K | 0.02% | 580 |
|
|
2021
Q2 | $1.84M | Buy |
18,948
+6,425
| +51% | +$624K | 0.02% | 660 |
|
|
2021
Q1 | $933K | Sell |
12,523
-970
| -7% | -$72.3K | 0.01% | 792 |
|
|
2020
Q4 | $875K | Buy |
13,493
+455
| +3% | +$29.5K | 0.01% | 751 |
|
|
2020
Q3 | $681K | Buy |
13,038
+1,121
| +9% | +$58.6K | 0.01% | 747 |
|
|
2020
Q2 | $675K | Buy |
11,917
+1,800
| +18% | +$102K | 0.01% | 744 |
|
|
2020
Q1 | $461K | Buy |
10,117
+2,758
| +37% | +$126K | 0.01% | 708 |
|
|
2019
Q4 | $412K | Buy |
7,359
+1,526
| +26% | +$85.4K | 0.01% | 796 |
|
|
2019
Q3 | $285K | Buy |
5,833
+470
| +9% | +$23K | 0.01% | 805 |
|
|
2019
Q2 | $238K | Buy |
+5,363
| New | +$238K | 0.01% | 841 |
|
|
2018
Q4 | – | Sell |
-5,530
| Closed | -$211K | – | 490 |
|
|
2018
Q3 | $211K | Buy |
+5,530
| New | +$211K | 0.01% | 545 |
|