Avondale 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 | $531K | Buy |
3,550
+1,450
| +69% | +$217K | 0.3% | 36 |
|
|
2025
Q1 | $294K | Buy |
2,100
+350
| +20% | +$48.9K | 0.18% | 44 |
|
|
2024
Q4 | $302K | Sell |
1,750
-200
| -10% | -$34.5K | 0.19% | 42 |
|
|
2024
Q3 | $299K | Hold |
1,950
| – | – | 0.19% | 40 |
|
|
2024
Q2 | $241K | Sell |
1,950
-1,050
| -35% | -$130K | 0.17% | 48 |
|
|
2024
Q1 | $394K | Buy |
3,000
+200
| +7% | +$26.3K | 0.28% | 30 |
|
|
2023
Q4 | $367K | Hold |
2,800
| – | – | 0.3% | 29 |
|
|
2023
Q3 | $300K | Hold |
2,800
| – | – | 0.26% | 36 |
|
|
2023
Q2 | $260K | Buy |
2,800
+1,100
| +65% | +$102K | 0.22% | 42 |
|
|
2023
Q1 | $149K | Buy |
1,700
+700
| +70% | +$61.5K | 0.13% | 48 |
|
|
2022
Q4 | $74.2K | Buy |
+1,000
| New | +$74.2K | 0.06% | 65 |
|