Arkadios Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.11M | Buy |
40,868
+1,497
| +4% | +$224K | 0.18% | 123 |
|
|
2025
Q1 | $5.5M | Buy |
39,371
+9,864
| +33% | +$1.38M | 0.21% | 113 |
|
|
2024
Q4 | $5.09M | Sell |
29,507
-1,744
| -6% | -$301K | 0.28% | 77 |
|
|
2024
Q3 | $4.79M | Buy |
31,251
+17,882
| +134% | +$2.74M | 0.27% | 80 |
|
|
2024
Q2 | $1.66M | Buy |
13,369
+1,357
| +11% | +$168K | 0.11% | 192 |
|
|
2024
Q1 | $1.58M | Sell |
12,012
-776
| -6% | -$102K | 0.12% | 174 |
|
|
2023
Q4 | $1.67M | Sell |
12,788
-360
| -3% | -$47.1K | 0.14% | 155 |
|
|
2023
Q3 | $1.41M | Sell |
13,148
-1,940
| -13% | -$208K | 0.13% | 164 |
|
|
2023
Q2 | $1.4M | Buy |
15,088
+3,481
| +30% | +$324K | 0.16% | 147 |
|
|
2023
Q1 | $1.02M | Buy |
11,607
+784
| +7% | +$68.9K | 0.12% | 184 |
|
|
2022
Q4 | $803K | Buy |
10,823
+5,233
| +94% | +$388K | 0.11% | 199 |
|
|
2022
Q3 | $468K | Buy |
5,590
+3,050
| +120% | +$255K | 0.07% | 280 |
|
|
2022
Q2 | $232K | Buy |
2,540
+648
| +34% | +$59.2K | 0.03% | 468 |
|
|
2022
Q1 | $240K | Buy |
+1,892
| New | +$240K | 0.03% | 480 |
|
|
2021
Q4 | – | Sell |
-4,056
| Closed | -$471K | – | 738 |
|
|
2021
Q3 | $471K | Sell |
4,056
-900
| -18% | -$105K | 0.07% | 304 |
|
|
2021
Q2 | $481K | Buy |
4,956
+2,049
| +70% | +$199K | 0.06% | 339 |
|
|
2021
Q1 | $216K | Buy |
2,907
+381
| +15% | +$28.3K | 0.04% | 396 |
|
|
2020
Q4 | $163K | Buy |
2,526
+811
| +47% | +$52.3K | 0.03% | 357 |
|
|
2020
Q3 | $95.7K | Buy |
+1,715
| New | +$95.7K | 0.05% | 297 |
|
|
2020
Q2 | – | Sell |
-9,393
| Closed | -$428K | – | 973 |
|
|
2020
Q1 | $428K | Buy |
9,393
+9,333
| +15,555% | +$425K | 0.27% | 86 |
|
|
2019
Q4 | $3.78K | Buy |
+60
| New | +$3.78K | ﹤0.01% | 735 |
|