AWE
Avidian Wealth Enterprises’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Sell |
15,051
-69
| -0.5% | -$10.3K | 0.09% | 116 |
|
|
2025
Q1 | $2.11M | Sell |
15,120
-1,064
| -7% | -$149K | 0.09% | 119 |
|
|
2024
Q4 | $2.79M | Buy |
16,184
+59
| +0.4% | +$10.2K | 0.13% | 99 |
|
|
2024
Q3 | $2.47M | Buy |
16,125
+120
| +0.7% | +$18.4K | 0.11% | 98 |
|
|
2024
Q2 | $1.98M | Sell |
16,005
-624
| -4% | -$77.3K | 0.08% | 113 |
|
|
2024
Q1 | $2.18M | Sell |
16,629
-356
| -2% | -$46.8K | 0.11% | 102 |
|
|
2023
Q4 | $2.22M | Sell |
16,985
-11
| -0.1% | -$1.44K | 0.14% | 100 |
|
|
2023
Q3 | $1.82M | Sell |
16,996
-421
| -2% | -$45.1K | 0.13% | 102 |
|
|
2023
Q2 | $1.62M | Sell |
17,417
-15,913
| -48% | -$1.48M | 0.11% | 129 |
|
|
2023
Q1 | $2.93M | Buy |
33,330
+2,580
| +8% | +$227K | 0.16% | 113 |
|
|
2022
Q4 | $2.28M | Buy |
30,750
+8,193
| +36% | +$608K | 0.15% | 117 |
|
|
2022
Q3 | $1.89M | Buy |
22,557
+77
| +0.3% | +$6.45K | 0.14% | 107 |
|
|
2022
Q2 | $2.05M | Buy |
22,480
+6,089
| +37% | +$556K | 0.15% | 108 |
|
|
2022
Q1 | $2.08M | Buy |
16,391
+944
| +6% | +$120K | 0.13% | 112 |
|
|
2021
Q4 | $2M | Buy |
15,447
+4,248
| +38% | +$550K | 0.12% | 112 |
|
|
2021
Q3 | $1.3M | Buy |
11,199
+192
| +2% | +$22.3K | 0.1% | 111 |
|
|
2021
Q2 | $1.07M | Sell |
11,007
-3,859
| -26% | -$375K | 0.08% | 126 |
|
|
2021
Q1 | $1.11M | Buy |
14,866
+116
| +0.8% | +$8.65K | 0.09% | 117 |
|
|
2020
Q4 | $956K | Buy |
14,750
+53
| +0.4% | +$3.44K | 0.09% | 116 |
|
|
2020
Q3 | $767K | Buy |
14,697
+555
| +4% | +$29K | 0.09% | 113 |
|
|
2020
Q2 | $801K | Sell |
14,142
-89
| -0.6% | -$5.04K | 0.11% | 102 |
|
|
2020
Q1 | $649K | Buy |
+14,231
| New | +$649K | 0.1% | 93 |
|