Bartlett & Co Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $959K | Buy |
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|
2025
Q2 | $665K | Sell |
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|
2025
Q1 | $626K | Sell |
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|
2024
Q4 | $828K | Sell |
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|
2024
Q3 | $811K | Hold |
|
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|
2024
Q2 | $655K | Sell |
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|
2024
Q1 | $745K | Buy |
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|
2023
Q4 | $742K | Buy |
|
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|
2023
Q3 | $511K | Buy |
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|
2023
Q2 | $443K | Buy |
|
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|
2023
Q1 | $229K | Buy |
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|
2022
Q4 | $180K | Buy |
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|
2022
Q3 | $195K | Buy |
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|
2022
Q2 | $194K | Buy |
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|
2022
Q1 | $268K | Hold |
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|
2021
Q4 | $273K | Sell |
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|
2021
Q3 | $257K | Sell |
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|
2021
Q2 | $216K | Hold |
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|
2021
Q1 | $165K | Buy |
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|
2020
Q4 | $131K | Sell |
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|
2020
Q3 | $123K | Buy |
|
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|
2020
Q2 | $81K | Buy |
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|
2020
Q1 | $37.9K | Hold |
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|
2019
Q4 | $46.5K | Buy |
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|
2019
Q3 | $9.28K | Buy |
|