Avior Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Buy |
3,451
+333
| +11% | +$49.8K | 0.02% | 420 |
|
|
2025
Q1 | $436K | Buy |
3,118
+296
| +10% | +$41.4K | 0.02% | 441 |
|
|
2024
Q4 | $487K | Buy |
2,822
+566
| +25% | +$97.6K | 0.02% | 452 |
|
|
2024
Q3 | $346K | Buy |
2,256
+27
| +1% | +$4.14K | 0.01% | 552 |
|
|
2024
Q2 | $276K | Sell |
2,229
-897
| -29% | -$111K | 0.01% | 586 |
|
|
2024
Q1 | $411K | Buy |
3,126
+1,019
| +48% | +$134K | 0.02% | 503 |
|
|
2023
Q4 | $276K | Buy |
2,107
+41
| +2% | +$5.37K | 0.02% | 466 |
|
|
2023
Q3 | $221K | Sell |
2,066
-55
| -3% | -$5.89K | 0.02% | 501 |
|
|
2023
Q2 | $197K | Hold |
2,121
| – | – | 0.01% | 524 |
|
|
2023
Q1 | $186K | Buy |
2,121
+200
| +10% | +$17.6K | 0.01% | 541 |
|
|
2022
Q4 | $143K | Buy |
1,921
+260
| +16% | +$19.3K | 0.01% | 501 |
|
|
2022
Q3 | $139K | Buy |
1,661
+295
| +22% | +$24.7K | 0.01% | 491 |
|
|
2022
Q2 | $124K | Hold |
1,366
| – | – | 0.01% | 469 |
|
|
2022
Q1 | $173K | Buy |
1,366
+745
| +120% | +$94.4K | 0.01% | 444 |
|
|
2021
Q4 | $80K | Buy |
621
+211
| +51% | +$27.2K | 0.01% | 530 |
|
|
2021
Q3 | $47K | Hold |
410
| – | – | ﹤0.01% | 568 |
|
|
2021
Q2 | $39K | Hold |
410
| – | – | ﹤0.01% | 555 |
|
|
2021
Q1 | $30K | Buy |
410
+100
| +32% | +$7.32K | ﹤0.01% | 576 |
|
|
2020
Q4 | $20K | Hold |
310
| – | – | ﹤0.01% | 617 |
|
|
2020
Q3 | $16K | Hold |
310
| – | – | ﹤0.01% | 628 |
|
|
2020
Q2 | $17K | Hold |
310
| – | – | ﹤0.01% | 589 |
|
|
2020
Q1 | $14K | Hold |
310
| – | – | ﹤0.01% | 543 |
|
|
2019
Q4 | $17K | Hold |
310
| – | – | ﹤0.01% | 541 |
|
|
2019
Q3 | $15K | Hold |
310
| – | – | ﹤0.01% | 545 |
|
|
2019
Q2 | $14K | Buy |
+310
| New | +$14K | ﹤0.01% | 562 |
|