Beaird Harris 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 | $80.5K | Buy |
538
+7
| +1% | +$1.05K | 0.01% | 208 |
|
2025
Q1 | $74.2K | Hold |
531
| – | – | 0.01% | 192 |
|
2024
Q4 | $91.6K | Buy |
531
+228
| +75% | +$39.3K | 0.01% | 180 |
|
2024
Q3 | $46.4K | Sell |
303
-60
| -17% | -$9.19K | ﹤0.01% | 234 |
|
2024
Q2 | $44.9K | Hold |
363
| – | – | ﹤0.01% | 231 |
|
2024
Q1 | $47.7K | Hold |
363
| – | – | ﹤0.01% | 206 |
|
2023
Q4 | $47.5K | Buy |
+363
| New | +$47.5K | 0.01% | 189 |
|
2022
Q2 | – | Sell |
-655
| Closed | -$83K | – | 430 |
|
2022
Q1 | $83K | Hold |
655
| – | – | 0.03% | 150 |
|
2021
Q4 | $85K | Buy |
+655
| New | +$85K | 0.03% | 184 |
|