Axxcess 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 | $8.55M | Buy |
57,189
+106
| +0.2% | +$15.9K | 0.2% | 97 |
|
|
2025
Q1 | $7.98M | Sell |
57,083
-950
| -2% | -$133K | 0.21% | 86 |
|
|
2024
Q4 | $10M | Sell |
58,033
-1,463
| -2% | -$252K | 0.24% | 74 |
|
|
2024
Q3 | $9.11M | Buy |
59,496
+889
| +2% | +$136K | 0.22% | 80 |
|
|
2024
Q2 | $7.26M | Buy |
58,607
+5,938
| +11% | +$735K | 0.19% | 93 |
|
|
2024
Q1 | $6.92M | Buy |
52,669
+965
| +2% | +$127K | 0.19% | 94 |
|
|
2023
Q4 | $6.77M | Buy |
51,704
+3,225
| +7% | +$422K | 0.2% | 100 |
|
|
2023
Q3 | $5.19M | Buy |
48,479
+3,007
| +7% | +$322K | 0.18% | 106 |
|
|
2023
Q2 | $4.23M | Buy |
45,472
+11,303
| +33% | +$1.05M | 0.31% | 75 |
|
|
2023
Q1 | $3M | Buy |
34,169
+748
| +2% | +$65.7K | 0.23% | 94 |
|
|
2022
Q4 | $2.48M | Buy |
33,421
+24,691
| +283% | +$1.83M | 0.2% | 107 |
|
|
2022
Q3 | $731K | Buy |
8,730
+102
| +1% | +$8.54K | 0.07% | 242 |
|
|
2022
Q2 | $787K | Buy |
8,628
+1,062
| +14% | +$96.9K | 0.07% | 221 |
|
|
2022
Q1 | $960K | Sell |
7,566
-1,124
| -13% | -$143K | 0.08% | 223 |
|
|
2021
Q4 | $1.13M | Buy |
+8,690
| New | +$1.13M | 0.08% | 188 |
|