Atwood & Palmer’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
$533K Buy
2025
Q2
$464K Buy
2025
Q1
$14K Hold
2024
Q4
$17.2K Hold
2024
Q3
$15.3K Hold
2024
Q2
$12.4K Hold
2024
Q1
$13.1K Hold
2023
Q4
$13.1K Hold
2023
Q3
$10.7K Buy
2023
Q1
Sell
2022
Q4
$74.2K Hold
2022
Q3
$84K Hold
2022
Q2
$91K Hold
2022
Q1
$127K Hold
2021
Q4
$129K Buy
2019
Q2
Sell
2019
Q1
$4K Hold
2018
Q4
$3K Buy