Apella Capital’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
11,778
+3,462
| +42% | +$530K | 0.05% | 174 |
|
|
2025
Q1 | $1.14M | Sell |
8,316
-74
| -0.9% | -$10.2K | 0.04% | 179 |
|
|
2024
Q4 | $1.45M | Buy |
8,390
+7
| +0.1% | +$1.21K | 0.06% | 139 |
|
|
2024
Q3 | $1.28M | Buy |
8,383
+105
| +1% | +$16K | 0.05% | 138 |
|
|
2024
Q2 | $1M | Sell |
8,278
-9
| -0.1% | -$1.09K | 0.04% | 148 |
|
|
2024
Q1 | $1.09M | Buy |
8,287
+75
| +0.9% | +$9.9K | 0.06% | 136 |
|
|
2023
Q4 | $1.01M | Sell |
8,212
-17
| -0.2% | -$2.09K | 0.06% | 134 |
|
|
2023
Q3 | $882K | Buy |
8,229
+56
| +0.7% | +$6K | 0.06% | 124 |
|
|
2023
Q2 | $760K | Buy |
+8,173
| New | +$760K | 0.05% | 139 |
|
|
2022
Q4 | $611K | Sell |
8,236
-24
| -0.3% | -$1.78K | 0.06% | 141 |
|
|
2022
Q3 | $691K | Buy |
8,260
+164
| +2% | +$13.7K | 0.08% | 111 |
|
|
2022
Q2 | $739K | Buy |
8,096
+20
| +0.2% | +$1.83K | 0.09% | 112 |
|
|
2022
Q1 | $1.03M | Buy |
8,076
+833
| +12% | +$106K | 0.14% | 88 |
|
|
2021
Q4 | $937K | Buy |
7,243
+1,382
| +24% | +$179K | 0.12% | 93 |
|
|
2021
Q3 | $682K | Buy |
5,861
+25
| +0.4% | +$2.91K | 0.1% | 113 |
|
|
2021
Q2 | $567K | Buy |
5,836
+589
| +11% | +$57.2K | 0.09% | 128 |
|
|
2021
Q1 | $391K | Buy |
5,247
+55
| +1% | +$4.1K | 0.12% | 91 |
|
|
2020
Q4 | $336K | Buy |
5,192
+38
| +0.7% | +$2.46K | 0.12% | 98 |
|
|
2020
Q3 | $269K | Buy |
5,154
+28
| +0.5% | +$1.46K | 0.11% | 106 |
|
|
2020
Q2 | $290K | Buy |
5,126
+276
| +6% | +$15.6K | 0.14% | 99 |
|
|
2020
Q1 | $221K | Buy |
+4,850
| New | +$221K | 0.13% | 96 |
|