Baker Tilly Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,849
| Closed | -$243K | – | 299 |
|
|
2024
Q1 | $243K | Sell |
1,849
-12
| -0.6% | -$1.58K | 0.04% | 382 |
|
|
2023
Q4 | $244K | Sell |
1,861
-908
| -33% | -$119K | 0.04% | 417 |
|
|
2023
Q3 | $297K | Sell |
2,769
-8,177
| -75% | -$876K | 0.05% | 369 |
|
|
2023
Q2 | $1.02M | Sell |
10,946
-623
| -5% | -$57.9K | 0.11% | 194 |
|
|
2023
Q1 | $1.02M | Buy |
11,569
+1,673
| +17% | +$147K | 0.11% | 195 |
|
|
2022
Q4 | $734K | Sell |
9,896
-7,386
| -43% | -$548K | 0.09% | 246 |
|
|
2022
Q3 | $1.45M | Sell |
17,282
-757
| -4% | -$63.4K | 0.2% | 108 |
|
|
2022
Q2 | $1.65M | Sell |
18,039
-1,689
| -9% | -$154K | 0.22% | 100 |
|
|
2022
Q1 | $2.5M | Buy |
19,728
+5,925
| +43% | +$752K | 0.28% | 77 |
|
|
2021
Q4 | $1.79M | Sell |
13,803
-1,564
| -10% | -$202K | 0.19% | 104 |
|
|
2021
Q3 | $1.79M | Buy |
15,367
+1,607
| +12% | +$187K | 0.24% | 82 |
|
|
2021
Q2 | $1.34M | Buy |
13,760
+651
| +5% | +$63.3K | 0.22% | 101 |
|
|
2021
Q1 | $977K | Buy |
+13,109
| New | +$977K | 0.2% | 122 |
|