Bernardo Wealth Planning’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $616K | Sell |
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|
2025
Q2 | $579K | Buy |
|
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|
2025
Q1 | $535K | Sell |
|
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|
2024
Q4 | $633K | Buy |
|
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|
2024
Q3 | $650K | Buy |
|
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|
2024
Q2 | $438K | Buy |
|
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|
2024
Q1 | $463K | Sell |
|
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|
2023
Q4 | $462K | Sell |
|
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|
2023
Q3 | $398K | Buy |
|
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|
2023
Q2 | $324K | Sell |
|
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|
2023
Q1 | $331K | Buy |
|
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|
2022
Q4 | $278K | Buy |
|
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $212K | Buy |
|
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|
2022
Q1 | $274K | Buy |
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|
2021
Q4 | $240K | Buy |
|