Appleton Partners’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.7M | Buy |
|
|||||
|
2025
Q2 | $14.6M | Buy |
|
|||||
|
2025
Q1 | $13.6M | Buy |
|
|||||
|
2024
Q4 | $16.5M | Sell |
|
|||||
|
2024
Q3 | $15.4M | Buy |
|
|||||
|
2024
Q2 | $12.3M | Buy |
|
|||||
|
2024
Q1 | $13M | Buy |
|
|||||
|
2023
Q4 | $11.2M | Buy |
|
|||||
|
2023
Q3 | $4.67M | Buy |
|
|||||
|
2023
Q2 | $2.84M | Buy |
|
|||||
|
2023
Q1 | $2.54M | Buy |
|
|||||
|
2022
Q4 | $1.84M | Buy |
|
|||||
|
2022
Q3 | $1.45M | Buy |
|
|||||
|
2022
Q2 | $1.53M | Buy |
|
|||||
|
2022
Q1 | $2.03M | Buy |
|
|||||
|
2021
Q4 | $2M | Buy |
|
|||||
|
2021
Q3 | $918K | Buy |
|
|||||
|
2021
Q2 | $374K | Buy |
|