Aprio Wealth 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 | $726K | Buy |
4,856
+2,042
| +73% | +$305K | 0.08% | 141 |
|
|
2025
Q1 | $393K | Buy |
2,814
+293
| +12% | +$41K | 0.05% | 214 |
|
|
2024
Q4 | $435K | Buy |
2,521
+58
| +2% | +$10K | 0.06% | 148 |
|
|
2024
Q3 | $377K | Buy |
2,463
+52
| +2% | +$7.96K | 0.06% | 155 |
|
|
2024
Q2 | $298K | Buy |
2,411
+24
| +1% | +$2.97K | 0.05% | 166 |
|
|
2024
Q1 | $314K | Sell |
2,387
-49
| -2% | -$6.44K | 0.06% | 150 |
|
|
2023
Q4 | $319K | Buy |
2,436
+268
| +12% | +$35.1K | 0.07% | 130 |
|
|
2023
Q3 | $232K | Buy |
+2,168
| New | +$232K | 0.06% | 143 |
|