Ameliora 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
$495K Sell
3,310
-1,876
-36% -$281K 0.18% 67
2025
Q1
$725K Buy
5,186
+226
+5% +$31.6K 0.27% 48
2024
Q4
$855K Hold
4,960
0.32% 46
2024
Q3
$760K Buy
4,960
+100
+2% +$15.3K 0.32% 42
2024
Q2
$602K Sell
4,860
-150
-3% -$18.6K 0.27% 52
2024
Q1
$658K Hold
5,010
0.3% 52
2023
Q4
$656K Buy
5,010
+4,660
+1,331% +$610K 0.33% 50
2023
Q3
$37.5K Hold
350
0.02% 134
2023
Q2
$32.5K Hold
350
0.02% 138
2023
Q1
$30.7K Hold
350
0.02% 153
2022
Q4
$26K Hold
350
0.01% 178
2022
Q3
$29K Buy
+350
New +$29K 0.02% 164