Alan B. Lancz & Associates’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703K | Hold |
4,700
| – | – | 0.7% | 34 |
|
|
2025
Q1 | $657K | Hold |
4,700
| – | – | 0.7% | 33 |
|
|
2024
Q4 | $810K | Hold |
4,700
| – | – | 0.82% | 26 |
|
|
2024
Q3 | $720K | Hold |
4,700
| – | – | 0.66% | 35 |
|
|
2024
Q2 | $582K | Buy |
+4,700
| New | +$582K | 0.58% | 41 |
|
|
2023
Q4 | $668K | Sell |
5,100
-250
| -5% | -$32.7K | 0.7% | 32 |
|
|
2023
Q3 | $573K | Sell |
5,350
-500
| -9% | -$53.6K | 0.65% | 37 |
|
|
2023
Q2 | $544K | Hold |
5,850
| – | – | 0.58% | 45 |
|
|
2023
Q1 | $514K | Hold |
5,850
| – | – | 0.53% | 51 |
|
|
2022
Q4 | $497K | Hold |
5,850
| – | – | 0.5% | 55 |
|
|
2022
Q3 | $490K | Hold |
5,850
| – | – | 0.58% | 44 |
|
|
2022
Q2 | $597K | Sell |
5,850
-500
| -8% | -$51K | 0.59% | 40 |
|
|
2022
Q1 | $806K | Hold |
6,350
| – | – | 0.71% | 31 |
|
|
2021
Q4 | $822K | Buy |
+6,350
| New | +$822K | 0.72% | 33 |
|