AWA
Amplius Wealth Advisors’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Buy |
128,541
+1,069
| +0.8% | +$160K | 1.79% | 19 |
|
|
2025
Q1 | $17.8M | Sell |
127,472
-430
| -0.3% | -$60.1K | 1.85% | 18 |
|
|
2024
Q4 | $22.1M | Sell |
127,902
-1,012
| -0.8% | -$174K | 2.26% | 15 |
|
|
2024
Q3 | $19.7M | Buy |
128,914
+1,377
| +1% | +$211K | 2.15% | 15 |
|
|
2024
Q2 | $15.8M | Buy |
127,537
+16
| +0% | +$1.98K | 1.76% | 16 |
|
|
2024
Q1 | $16.8M | Sell |
127,521
-356
| -0.3% | -$46.8K | 1.88% | 17 |
|
|
2023
Q4 | $16.7M | Sell |
127,877
-1,002
| -0.8% | -$131K | 2.02% | 17 |
|
|
2023
Q3 | $13.8M | Sell |
128,879
-9,188
| -7% | -$984K | 1.85% | 15 |
|
|
2023
Q2 | $12.8M | Sell |
138,067
-17,632
| -11% | -$1.64M | 1.73% | 15 |
|
|
2023
Q1 | $13.7M | Sell |
155,699
-401
| -0.3% | -$35.2K | 1.96% | 11 |
|
|
2022
Q4 | $11.6M | Buy |
156,100
+22,988
| +17% | +$1.71M | 1.85% | 15 |
|
|
2022
Q3 | $11.1M | Buy |
133,112
+8,854
| +7% | +$741K | 1.99% | 17 |
|
|
2022
Q2 | $11.3M | Hold |
124,258
| – | – | 1.83% | 19 |
|
|
2022
Q1 | $15.8M | Hold |
124,258
| – | – | 2.43% | 13 |
|
|
2021
Q4 | $16.1M | Buy |
+124,258
| New | +$16.1M | 2.22% | 13 |
|