Aviso 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
$879K Buy
5,874
+13
+0.2% +$1.94K 0.41% 62
2025
Q1
$819K Sell
5,861
-7
-0.1% -$978 0.44% 62
2024
Q4
$1.01M Hold
5,868
0.52% 51
2024
Q3
$899K Sell
5,868
-530
-8% -$81.2K 0.49% 57
2024
Q2
$792K Hold
6,398
0.47% 55
2024
Q1
$840K Hold
6,398
0.53% 50
2023
Q4
$838K Buy
+6,398
New +$838K 0.61% 42