Bernardo Wealth Planning’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $579K | Buy |
3,870
+46
| +1% | +$6.88K | 0.13% | 68 |
|
|
2025
Q1 | $535K | Sell |
3,824
-14
| -0.4% | -$1.96K | 0.13% | 65 |
|
|
2024
Q4 | $633K | Buy |
3,838
+11
| +0.3% | +$1.81K | 0.15% | 54 |
|
|
2024
Q3 | $650K | Buy |
3,827
+291
| +8% | +$49.4K | 0.16% | 53 |
|
|
2024
Q2 | $438K | Buy |
3,536
+12
| +0.3% | +$1.49K | 0.12% | 63 |
|
|
2024
Q1 | $463K | Sell |
3,524
-4
| -0.1% | -$525 | 0.13% | 62 |
|
|
2023
Q4 | $462K | Sell |
3,528
-186
| -5% | -$24.4K | 0.15% | 58 |
|
|
2023
Q3 | $398K | Buy |
3,714
+224
| +6% | +$24K | 0.16% | 56 |
|
|
2023
Q2 | $324K | Sell |
3,490
-277
| -7% | -$25.8K | 0.13% | 63 |
|
|
2023
Q1 | $331K | Buy |
3,767
+16
| +0.4% | +$1.41K | 0.14% | 62 |
|
|
2022
Q4 | $278K | Buy |
3,751
+739
| +25% | +$54.8K | 0.13% | 71 |
|
|
2022
Q3 | $257K | Buy |
3,012
+680
| +29% | +$58K | 0.15% | 69 |
|
|
2022
Q2 | $212K | Buy |
2,332
+168
| +8% | +$15.3K | 0.12% | 77 |
|
|
2022
Q1 | $274K | Buy |
2,164
+304
| +16% | +$38.5K | 0.14% | 72 |
|
|
2021
Q4 | $240K | Buy |
+1,860
| New | +$240K | 0.12% | 73 |
|