Bison Wealth’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$670K Sell
3,886
-54
-1% -$9.31K 0.15% 119
2024
Q3
$603K Sell
3,940
-8,496
-68% -$1.3M 0.1% 206
2024
Q2
$1.63M Hold
12,436
0.27% 90
2024
Q1
$1.63M Buy
12,436
+20
+0.2% +$2.63K 0.27% 90
2023
Q4
$1.63M Sell
12,416
-876
-7% -$115K 0.29% 88
2023
Q3
$1.42M Sell
13,292
-758
-5% -$81.2K 0.28% 98
2023
Q2
$1.31M Buy
+14,050
New +$1.31M 0.24% 105
2015
Q4
Sell
-21,902
Closed -$658K 236
2015
Q3
$658K Sell
21,902
-8,401
-28% -$252K 0.43% 73
2015
Q2
$1.19M Buy
30,303
+2,815
+10% +$111K 0.7% 33
2015
Q1
$1.05M Buy
27,488
+648
+2% +$24.7K 0.64% 36
2014
Q4
$891K Buy
+26,840
New +$891K 0.67% 36