Atticus Wealth Management’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 | – | Sell |
-1,006
| Closed | -$150K | – | 263 |
|
|
2025
Q2 | $150K | Buy |
1,006
+6
| +0.6% | +$824 | 0.04% | 199 |
|
|
2025
Q1 | $140K | Hold |
1,000
| – | – | 0.05% | 137 |
|
|
2024
Q4 | $172K | Hold |
1,000
| – | – | 0.05% | 127 |
|
|
2024
Q3 | $153K | Hold |
1,000
| – | – | 0.05% | 138 |
|
|
2024
Q2 | $124K | Hold |
1,000
| – | – | 0.04% | 146 |
|
|
2024
Q1 | $131K | Hold |
1,000
| – | – | 0.04% | 144 |
|
|
2023
Q4 | $131K | Hold |
1,000
| – | – | 0.05% | 144 |
|
|
2023
Q3 | $107K | Hold |
1,000
| – | – | 0.04% | 169 |
|
|
2023
Q2 | $93K | Hold |
1,000
| – | – | 0.03% | 183 |
|
|
2023
Q1 | $87.8K | Hold |
1,000
| – | – | 0.03% | 186 |
|
|
2022
Q4 | $74.2K | Sell |
1,000
-14
| -1% | -$1.21K | 0.03% | 206 |
|
|
2022
Q3 | $93K | Hold |
1,014
| – | – | 0.05% | 167 |
|
|
2022
Q2 | $93K | Hold |
1,014
| – | – | 0.04% | 187 |
|
|
2022
Q1 | $129K | Sell |
1,014
-88
| -8% | -$10.7K | 0.05% | 175 |
|
|
2021
Q4 | $143K | Sell |
1,102
-906
| -45% | -$121K | 0.06% | 142 |
|
|
2021
Q3 | $234K | Buy |
2,008
+1,008
| +101% | +$117K | 0.1% | 99 |
|
|
2021
Q2 | $97K | Hold |
1,000
| – | – | 0.04% | 171 |
|
|
2021
Q1 | $75K | Hold |
1,000
| – | – | 0.04% | 174 |
|
|
2020
Q4 | $65K | Hold |
1,000
| – | – | 0.03% | 186 |
|
|
2020
Q3 | $52K | Hold |
1,000
| – | – | 0.03% | 173 |
|
|
2020
Q2 | $57K | Hold |
1,000
| – | – | 0.04% | 168 |
|
|
2020
Q1 | $46K | Hold |
1,000
| – | – | 0.04% | 170 |
|
|
2019
Q4 | $56K | Buy |
+1,000
| New | +$51.9K | 0.04% | 171 |
|
Other funds holding BX
