Atwood & Palmer’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $464K | Buy |
3,100
+3,000
| +3,000% | +$449K | 0.03% | 118 |
|
2025
Q1 | $14K | Hold |
100
| – | – | ﹤0.01% | 312 |
|
2024
Q4 | $17.2K | Hold |
100
| – | – | ﹤0.01% | 301 |
|
2024
Q3 | $15.3K | Hold |
100
| – | – | ﹤0.01% | 306 |
|
2024
Q2 | $12.4K | Hold |
100
| – | – | ﹤0.01% | 328 |
|
2024
Q1 | $13.1K | Hold |
100
| – | – | ﹤0.01% | 296 |
|
2023
Q4 | $13.1K | Hold |
100
| – | – | ﹤0.01% | 303 |
|
2023
Q3 | $10.7K | Buy |
+100
| New | +$10.7K | ﹤0.01% | 303 |
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$74.2K | – | 372 |
|
2022
Q4 | $74.2K | Hold |
1,000
| – | – | 0.01% | 190 |
|
2022
Q3 | $84K | Hold |
1,000
| – | – | 0.01% | 177 |
|
2022
Q2 | $91K | Hold |
1,000
| – | – | 0.01% | 172 |
|
2022
Q1 | $127K | Hold |
1,000
| – | – | 0.01% | 159 |
|
2021
Q4 | $129K | Buy |
+1,000
| New | +$129K | 0.01% | 166 |
|
2019
Q2 | – | Sell |
-115
| Closed | -$4K | – | 302 |
|
2019
Q1 | $4K | Hold |
115
| – | – | ﹤0.01% | 295 |
|
2018
Q4 | $3K | Buy |
+115
| New | +$3K | ﹤0.01% | 294 |
|