Anchor Investment 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 | $1.33M | Hold |
8,860
| – | – | 0.12% | 164 |
|
2025
Q1 | $1.24M | Buy |
8,860
+6,500
| +275% | +$909K | 0.12% | 169 |
|
2024
Q4 | $407K | Sell |
2,360
-175
| -7% | -$30.2K | 0.04% | 276 |
|
2024
Q3 | $388K | Sell |
2,535
-175
| -6% | -$26.8K | 0.04% | 284 |
|
2024
Q2 | $335K | Sell |
2,710
-85
| -3% | -$10.5K | 0.03% | 280 |
|
2024
Q1 | $367K | Sell |
2,795
-100
| -3% | -$13.1K | 0.04% | 281 |
|
2023
Q4 | $379K | Sell |
2,895
-300
| -9% | -$39.3K | 0.04% | 274 |
|
2023
Q3 | $342K | Hold |
3,195
| – | – | 0.04% | 276 |
|
2023
Q2 | $297K | Sell |
3,195
-990
| -24% | -$92K | 0.04% | 282 |
|
2023
Q1 | $368K | Sell |
4,185
-51
| -1% | -$4.48K | 0.05% | 263 |
|
2022
Q4 | $314K | Sell |
4,236
-250
| -6% | -$18.5K | 0.05% | 276 |
|
2022
Q3 | $375K | Sell |
4,486
-500
| -10% | -$41.9K | 0.06% | 246 |
|
2022
Q2 | $455K | Hold |
4,986
| – | – | 0.07% | 230 |
|
2022
Q1 | $633K | Buy |
4,986
+465
| +10% | +$59K | 0.08% | 215 |
|
2021
Q4 | $585K | Sell |
4,521
-250
| -5% | -$32.3K | 0.07% | 223 |
|
2021
Q3 | $555K | Buy |
4,771
+36
| +0.8% | +$4.19K | 0.08% | 222 |
|
2021
Q2 | $460K | Buy |
4,735
+10
| +0.2% | +$971 | 0.06% | 241 |
|
2021
Q1 | $352K | Buy |
4,725
+325
| +7% | +$24.2K | 0.05% | 263 |
|
2020
Q4 | $285K | Hold |
4,400
| – | – | 0.05% | 244 |
|
2020
Q3 | $230K | Hold |
4,400
| – | – | 0.05% | 257 |
|
2020
Q2 | $249K | Hold |
4,400
| – | – | 0.06% | 228 |
|
2020
Q1 | $201K | Buy |
4,400
+1,200
| +38% | +$54.7K | 0.05% | 241 |
|
2019
Q4 | $179K | Hold |
3,200
| – | – | 0.04% | 306 |
|
2019
Q3 | $156K | Sell |
3,200
-400
| -11% | -$19.5K | 0.04% | 316 |
|
2019
Q2 | $160K | Hold |
3,600
| – | – | 0.04% | 315 |
|
2019
Q1 | $126K | Buy |
3,600
+850
| +31% | +$29.7K | 0.03% | 336 |
|
2018
Q4 | $82K | Hold |
2,750
| – | – | 0.02% | 371 |
|
2018
Q3 | $105K | Sell |
2,750
-500
| -15% | -$19K | 0.02% | 370 |
|
2018
Q2 | $105K | Hold |
3,250
| – | – | 0.03% | 381 |
|
2018
Q1 | $104K | Buy |
3,250
+700
| +27% | +$22.4K | 0.03% | 380 |
|
2017
Q4 | $81.7K | Hold |
2,550
| – | – | 0.02% | 402 |
|
2017
Q3 | $85.1K | Hold |
2,550
| – | – | 0.02% | 382 |
|
2017
Q2 | $85K | Hold |
2,550
| – | – | 0.03% | 333 |
|
2017
Q1 | $75.7K | Hold |
2,550
| – | – | 0.03% | 347 |
|
2016
Q4 | $68.9K | Buy |
2,550
+400
| +19% | +$10.8K | 0.03% | 347 |
|
2016
Q3 | $54.9K | Hold |
2,150
| – | – | 0.02% | 348 |
|
2016
Q2 | $52.8K | Buy |
2,150
+550
| +34% | +$13.5K | 0.02% | 349 |
|
2016
Q1 | $44.9K | Buy |
+1,600
| New | +$44.9K | 0.02% | 354 |
|