Berger Financial Group’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
1,931
-125
| -6% | -$18.7K | 0.02% | 342 |
|
|
2025
Q1 | $287K | Buy |
2,056
+19
| +0.9% | +$2.66K | 0.02% | 337 |
|
|
2024
Q4 | $351K | Sell |
2,037
-126
| -6% | -$21.7K | 0.02% | 303 |
|
|
2024
Q3 | $331K | Buy |
2,163
+119
| +6% | +$18.2K | 0.02% | 284 |
|
|
2024
Q2 | $253K | Buy |
2,044
+81
| +4% | +$10K | 0.02% | 317 |
|
|
2024
Q1 | $258K | Sell |
1,963
-10
| -0.5% | -$1.31K | 0.02% | 311 |
|
|
2023
Q4 | $258K | Buy |
1,973
+53
| +3% | +$6.94K | 0.03% | 262 |
|
|
2023
Q3 | $206K | Sell |
1,920
-351
| -15% | -$37.6K | 0.02% | 267 |
|
|
2023
Q2 | $211K | Buy |
+2,271
| New | +$211K | 0.02% | 269 |
|
|
2022
Q2 | – | Sell |
-1,798
| Closed | -$228K | – | 251 |
|
|
2022
Q1 | $228K | Buy |
+1,798
| New | +$228K | 0.03% | 244 |
|