Appleton Partners’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
97,463
+323
| +0.3% | +$48.3K | 1.03% | 27 |
|
|
2025
Q1 | $13.6M | Buy |
97,140
+1,368
| +1% | +$191K | 1.05% | 29 |
|
|
2024
Q4 | $16.5M | Sell |
95,772
-4,509
| -4% | -$777K | 1.22% | 18 |
|
|
2024
Q3 | $15.4M | Buy |
100,281
+541
| +0.5% | +$82.8K | 1.13% | 21 |
|
|
2024
Q2 | $12.3M | Buy |
99,740
+903
| +0.9% | +$112K | 0.95% | 31 |
|
|
2024
Q1 | $13M | Buy |
98,837
+13,609
| +16% | +$1.79M | 1.01% | 24 |
|
|
2023
Q4 | $11.2M | Buy |
85,228
+41,619
| +95% | +$5.45M | 0.9% | 30 |
|
|
2023
Q3 | $4.67M | Buy |
43,609
+13,037
| +43% | +$1.4M | 0.42% | 74 |
|
|
2023
Q2 | $2.84M | Buy |
30,572
+1,705
| +6% | +$158K | 0.24% | 90 |
|
|
2023
Q1 | $2.54M | Buy |
28,867
+4,019
| +16% | +$353K | 0.23% | 96 |
|
|
2022
Q4 | $1.84M | Buy |
24,848
+7,587
| +44% | +$563K | 0.17% | 115 |
|
|
2022
Q3 | $1.45M | Buy |
17,261
+522
| +3% | +$43.7K | 0.14% | 127 |
|
|
2022
Q2 | $1.53M | Buy |
16,739
+738
| +5% | +$67.3K | 0.14% | 125 |
|
|
2022
Q1 | $2.03M | Buy |
16,001
+560
| +4% | +$71.1K | 0.17% | 115 |
|
|
2021
Q4 | $2M | Buy |
15,441
+7,547
| +96% | +$977K | 0.15% | 120 |
|
|
2021
Q3 | $918K | Buy |
7,894
+4,045
| +105% | +$470K | 0.08% | 163 |
|
|
2021
Q2 | $374K | Buy |
+3,849
| New | +$374K | 0.03% | 221 |
|