Beta Wealth Group’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.21M | Sell |
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|
2025
Q1 | $5.93M | Buy |
|
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|
2024
Q4 | $7.09M | Sell |
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|
2024
Q3 | $6.74M | Sell |
|
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|
2024
Q2 | $5.98M | Buy |
|
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|
2024
Q1 | $5.98M | Sell |
|
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|
2023
Q4 | $6.68M | Sell |
|
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|
2023
Q3 | $6.27M | Sell |
|
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|
2023
Q2 | $5.97M | Buy |
|
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|
2023
Q1 | $5.63M | Buy |
|
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|
2022
Q4 | $4.63M | Buy |
|
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|
2022
Q3 | $4.61M | Buy |
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|
2022
Q2 | $4.53M | Sell |
|
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|
2022
Q1 | $6.65M | Sell |
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|
2021
Q4 | $6.68M | Hold |
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|
2021
Q3 | $6.68M | Sell |
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|
2021
Q2 | $7.32M | Buy |
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|
2021
Q1 | $5.55M | Buy |
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|
2020
Q4 | $4.65M | Buy |
|