Beaumont Financial Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Hold |
2,943
| – | – | 0.03% | 241 |
|
|
2025
Q1 | $411K | Sell |
2,943
-235
| -7% | -$32.9K | 0.03% | 247 |
|
|
2024
Q4 | $548K | Sell |
3,178
-563
| -15% | -$97.1K | 0.04% | 212 |
|
|
2024
Q3 | $573K | Sell |
3,741
-6,763
| -64% | -$1.04M | 0.04% | 195 |
|
|
2024
Q2 | $1.3M | Sell |
10,504
-809
| -7% | -$100K | 0.1% | 127 |
|
|
2024
Q1 | $1.49M | Buy |
11,313
+33
| +0.3% | +$4.34K | 0.12% | 109 |
|
|
2023
Q4 | $1.48M | Buy |
11,280
+148
| +1% | +$19.4K | 0.13% | 107 |
|
|
2023
Q3 | $1.19M | Buy |
11,132
+697
| +7% | +$74.7K | 0.12% | 113 |
|
|
2023
Q2 | $970K | Buy |
10,435
+709
| +7% | +$65.9K | 0.09% | 138 |
|
|
2023
Q1 | $854K | Sell |
9,726
-138
| -1% | -$12.1K | 0.09% | 135 |
|
|
2022
Q4 | $732K | Sell |
9,864
-29
| -0.3% | -$2.15K | 0.07% | 147 |
|
|
2022
Q3 | $828K | Buy |
9,893
+48
| +0.5% | +$4.02K | 0.08% | 133 |
|
|
2022
Q2 | $898K | Buy |
9,845
+5,674
| +136% | +$518K | 0.08% | 132 |
|
|
2022
Q1 | $529K | Sell |
4,171
-284
| -6% | -$36K | 0.04% | 200 |
|
|
2021
Q4 | $576K | Buy |
4,455
+4
| +0.1% | +$517 | 0.04% | 191 |
|
|
2021
Q3 | $518K | Sell |
4,451
-1,533
| -26% | -$178K | 0.04% | 198 |
|
|
2021
Q2 | $581K | Buy |
5,984
+899
| +18% | +$87.3K | 0.04% | 194 |
|
|
2021
Q1 | $379K | Buy |
5,085
+1,634
| +47% | +$122K | 0.03% | 235 |
|
|
2020
Q4 | $224K | Buy |
+3,451
| New | +$224K | 0.02% | 310 |
|