Bartlett & Co 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 | $665K | Sell |
4,444
-35
| -0.8% | -$5.24K | 0.01% | 301 |
|
|
2025
Q1 | $626K | Sell |
4,479
-326
| -7% | -$45.6K | 0.01% | 299 |
|
|
2024
Q4 | $828K | Sell |
4,805
-488
| -9% | -$84.1K | 0.01% | 274 |
|
|
2024
Q3 | $811K | Hold |
5,293
| – | – | 0.01% | 280 |
|
|
2024
Q2 | $655K | Sell |
5,293
-377
| -7% | -$46.7K | 0.01% | 293 |
|
|
2024
Q1 | $745K | Buy |
5,670
+95
| +2% | +$12.5K | 0.01% | 294 |
|
|
2023
Q4 | $742K | Buy |
5,575
+801
| +17% | +$107K | 0.01% | 309 |
|
|
2023
Q3 | $511K | Buy |
4,774
+8
| +0.2% | +$857 | 0.01% | 332 |
|
|
2023
Q2 | $443K | Buy |
4,766
+2,155
| +83% | +$200K | 0.01% | 360 |
|
|
2023
Q1 | $229K | Buy |
2,611
+185
| +8% | +$16.3K | ﹤0.01% | 365 |
|
|
2022
Q4 | $180K | Buy |
2,426
+100
| +4% | +$7.42K | ﹤0.01% | 396 |
|
|
2022
Q3 | $195K | Buy |
2,326
+200
| +9% | +$16.7K | ﹤0.01% | 377 |
|
|
2022
Q2 | $194K | Buy |
2,126
+15
| +0.7% | +$1.37K | ﹤0.01% | 376 |
|
|
2022
Q1 | $268K | Hold |
2,111
| – | – | ﹤0.01% | 356 |
|
|
2021
Q4 | $273K | Sell |
2,111
-100
| -5% | -$12.9K | ﹤0.01% | 362 |
|
|
2021
Q3 | $257K | Sell |
2,211
-9
| -0.4% | -$1.05K | ﹤0.01% | 319 |
|
|
2021
Q2 | $216K | Hold |
2,220
| – | – | ﹤0.01% | 325 |
|
|
2021
Q1 | $165K | Buy |
2,220
+200
| +10% | +$14.9K | ﹤0.01% | 345 |
|
|
2020
Q4 | $131K | Sell |
2,020
-341
| -14% | -$22.1K | ﹤0.01% | 372 |
|
|
2020
Q3 | $123K | Buy |
2,361
+932
| +65% | +$48.7K | ﹤0.01% | 358 |
|
|
2020
Q2 | $81K | Buy |
1,429
+598
| +72% | +$33.9K | ﹤0.01% | 414 |
|
|
2020
Q1 | $37.9K | Hold |
831
| – | – | ﹤0.01% | 509 |
|
|
2019
Q4 | $46.5K | Buy |
831
+641
| +337% | +$35.9K | ﹤0.01% | 549 |
|
|
2019
Q3 | $9.28K | Buy |
+190
| New | +$9.28K | ﹤0.01% | 741 |
|