Avantax Advisory Services’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.13M | Sell |
40,993
-1,767
| -4% | -$264K | 0.03% | 386 |
|
|
2025
Q1 | $5.98M | Buy |
42,760
+3,654
| +9% | +$511K | 0.04% | 363 |
|
|
2024
Q4 | $6.74M | Buy |
39,106
+3,401
| +10% | +$586K | 0.04% | 318 |
|
|
2024
Q3 | $5.47M | Sell |
35,705
-7,043
| -16% | -$1.08M | 0.04% | 369 |
|
|
2024
Q2 | $5.29M | Buy |
42,748
+7,652
| +22% | +$947K | 0.04% | 352 |
|
|
2024
Q1 | $4.61M | Buy |
35,096
+2,042
| +6% | +$268K | 0.04% | 321 |
|
|
2023
Q4 | $4.33M | Sell |
33,054
-1,598
| -5% | -$209K | 0.04% | 306 |
|
|
2023
Q3 | $3.71M | Sell |
34,652
-262
| -0.8% | -$28.1K | 0.04% | 312 |
|
|
2023
Q2 | $3.25M | Buy |
34,914
+1,291
| +4% | +$120K | 0.04% | 337 |
|
|
2023
Q1 | $2.95M | Buy |
33,623
+1,050
| +3% | +$92.2K | 0.04% | 351 |
|
|
2022
Q4 | $2.42M | Sell |
32,573
-3,808
| -10% | -$283K | 0.03% | 368 |
|
|
2022
Q3 | $3.05M | Buy |
36,381
+2,457
| +7% | +$206K | 0.05% | 291 |
|
|
2022
Q2 | $3.1M | Sell |
33,924
-4,996
| -13% | -$456K | 0.05% | 288 |
|
|
2022
Q1 | $4.94M | Buy |
38,920
+8,943
| +30% | +$1.13M | 0.07% | 213 |
|
|
2021
Q4 | $3.88M | Buy |
29,977
+3,393
| +13% | +$439K | 0.06% | 239 |
|
|
2021
Q3 | $3.1M | Sell |
26,584
-4,173
| -14% | -$486K | 0.05% | 262 |
|
|
2021
Q2 | $2.99M | Buy |
30,757
+2,556
| +9% | +$249K | 0.05% | 257 |
|
|
2021
Q1 | $2.1M | Sell |
28,201
-4,575
| -14% | -$341K | 0.05% | 281 |
|
|
2020
Q4 | $2.12M | Sell |
32,776
-48,061
| -59% | -$3.11M | 0.05% | 262 |
|
|
2020
Q3 | $4.22M | Buy |
80,837
+49,026
| +154% | +$2.56M | 0.07% | 228 |
|
|
2020
Q2 | $1.8M | Sell |
31,811
-18
| -0.1% | -$1.02K | 0.05% | 234 |
|
|
2020
Q1 | $1.45M | Buy |
31,829
+374
| +1% | +$17.1K | 0.04% | 237 |
|
|
2019
Q4 | $1.76M | Buy |
31,455
+19,134
| +155% | +$1.07M | 0.04% | 237 |
|
|
2019
Q3 | $602K | Buy |
12,321
+1,131
| +10% | +$55.3K | 0.02% | 288 |
|
|
2019
Q2 | $497K | Buy |
11,190
+2,472
| +28% | +$110K | 0.02% | 296 |
|
|
2019
Q1 | $305K | Buy |
8,718
+38
| +0.4% | +$1.33K | 0.02% | 355 |
|
|
2018
Q4 | $261K | Buy |
+8,680
| New | +$261K | 0.04% | 322 |
|