Benchmark Financial Wealth 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 | $1.14M | Buy |
7,607
+46
| +0.6% | +$6.88K | 0.38% | 39 |
|
|
2025
Q1 | $1.06M | Buy |
7,561
+75
| +1% | +$10.5K | 0.4% | 37 |
|
|
2024
Q4 | $1.29M | Buy |
7,486
+38
| +0.5% | +$6.55K | 0.41% | 34 |
|
|
2024
Q3 | $1.14M | Buy |
7,448
+46
| +0.6% | +$7.04K | 0.38% | 32 |
|
|
2024
Q2 | $916K | Buy |
7,402
+51
| +0.7% | +$6.31K | 0.34% | 34 |
|
|
2024
Q1 | $966K | Buy |
7,351
+54
| +0.7% | +$7.09K | 0.37% | 32 |
|
|
2023
Q4 | $955K | Buy |
7,297
+60
| +0.8% | +$7.86K | 0.41% | 31 |
|
|
2023
Q3 | $775K | Buy |
7,237
+56
| +0.8% | +$6K | 0.36% | 33 |
|
|
2023
Q2 | $668K | Buy |
7,181
+2,734
| +61% | +$254K | 0.31% | 33 |
|
|
2023
Q1 | $391K | Buy |
4,447
+42
| +1% | +$3.69K | 0.2% | 41 |
|
|
2022
Q4 | $327K | Buy |
4,405
+44
| +1% | +$3.26K | 0.18% | 50 |
|
|
2022
Q3 | $365K | Buy |
4,361
+280
| +7% | +$23.4K | 0.21% | 44 |
|
|
2022
Q2 | $372K | Buy |
4,081
+150
| +4% | +$13.7K | 0.19% | 42 |
|
|
2022
Q1 | $499K | Buy |
3,931
+42
| +1% | +$5.33K | 0.21% | 44 |
|
|
2021
Q4 | $503K | Buy |
3,889
+29
| +0.8% | +$3.75K | 0.21% | 37 |
|
|
2021
Q3 | $449K | Buy |
3,860
+23
| +0.6% | +$2.68K | 0.21% | 41 |
|
|
2021
Q2 | $373K | Buy |
3,837
+36
| +0.9% | +$3.5K | 0.18% | 44 |
|
|
2021
Q1 | $283K | Buy |
3,801
+51
| +1% | +$3.8K | 0.15% | 46 |
|
|
2020
Q4 | $243K | Buy |
+3,750
| New | +$243K | 0.13% | 58 |
|
|
2020
Q3 | – | Sell |
-3,688
| Closed | -$209K | – | 63 |
|
|
2020
Q2 | $209K | Buy |
+3,688
| New | +$209K | 0.15% | 50 |
|
|
2020
Q1 | – | Sell |
-3,626
| Closed | -$203K | – | 38 |
|
|
2019
Q4 | $203K | Buy |
+3,626
| New | +$203K | 0.17% | 36 |
|