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