Avantax Planning Partners’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 | $547K | Sell |
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|
2025
Q2 | $567K | Buy |
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|
2025
Q1 | $502K | Buy |
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|
2024
Q4 | $526K | Sell |
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|
2024
Q3 | $483K | Sell |
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|
2024
Q2 | $420K | Sell |
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|
2024
Q1 | $455K | Sell |
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|
2023
Q4 | $462K | Buy |
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|
2023
Q3 | $378K | Sell |
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|
2023
Q2 | $374K | Buy |
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|
2023
Q1 | $315K | Sell |
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|
2022
Q4 | $312K | Buy |
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|
2022
Q3 | $278K | Sell |
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|
2022
Q2 | $395K | Sell |
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|
2022
Q1 | $556K | Sell |
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|
2021
Q4 | $577K | Buy |
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|
2021
Q3 | $487K | Buy |
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|
2021
Q2 | $393K | Buy |
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|
2021
Q1 | $289K | Sell |
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|
2020
Q4 | $296K | Sell |
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|
2020
Q3 | $278K | Buy |
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|
2020
Q2 | $297K | Hold |
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|
2020
Q1 | $239K | Buy |
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|
2019
Q4 | $237K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $159K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $144K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.04M | Sell |
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|
2017
Q2 | $1.07M | Sell |
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|
2017
Q1 | $1.06M | Buy |
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|
2016
Q4 | $411K | Buy |
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