Blue Zone Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.08M | Buy |
54,045
+13,424
| +33% | +$2.01M | 2.02% | 12 |
|
|
2025
Q1 | $5.68M | Buy |
40,621
+5,338
| +15% | +$746K | 1.58% | 26 |
|
|
2024
Q4 | $6.08M | Sell |
35,283
-570
| -2% | -$98.3K | 1.75% | 18 |
|
|
2024
Q3 | $5.49M | Buy |
35,853
+294
| +0.8% | +$45K | 1.71% | 21 |
|
|
2024
Q2 | $4.4M | Buy |
35,559
+4,794
| +16% | +$593K | 1.52% | 28 |
|
|
2024
Q1 | $4.04M | Sell |
30,765
-3,094
| -9% | -$406K | 1.39% | 36 |
|
|
2023
Q4 | $4.43M | Sell |
33,859
-131
| -0.4% | -$17.2K | 1.77% | 27 |
|
|
2023
Q3 | $3.64M | Sell |
33,990
-1,088
| -3% | -$117K | 1.6% | 27 |
|
|
2023
Q2 | $3.26M | Sell |
35,078
-50
| -0.1% | -$4.65K | 1.5% | 28 |
|
|
2023
Q1 | $3.09M | Sell |
35,128
-1,290
| -4% | -$113K | 1.65% | 26 |
|
|
2022
Q4 | $2.7M | Hold |
36,418
| – | – | 1.44% | 30 |
|
|
2022
Q3 | $3.05M | Sell |
36,418
-5,448
| -13% | -$456K | 1.58% | 20 |
|
|
2022
Q2 | $3.82M | Sell |
41,866
-12,851
| -23% | -$1.17M | 1.73% | 15 |
|
|
2022
Q1 | $6.95M | Sell |
54,717
-4,849
| -8% | -$616K | 2.59% | 6 |
|
|
2021
Q4 | $7.71M | Sell |
59,566
-243
| -0.4% | -$31.4K | 2.55% | 6 |
|
|
2021
Q3 | $6.96M | Sell |
59,809
-888
| -1% | -$103K | 2.41% | 6 |
|
|
2021
Q2 | $5.9M | Sell |
60,697
-151
| -0.2% | -$14.7K | 2.21% | 8 |
|
|
2021
Q1 | $4.54M | Sell |
60,848
-775
| -1% | -$57.8K | 1.93% | 12 |
|
|
2020
Q4 | $3.99M | Buy |
61,623
+255
| +0.4% | +$16.5K | 1.93% | 13 |
|
|
2020
Q3 | $3.2M | Sell |
61,368
-5,165
| -8% | -$270K | 1.81% | 17 |
|
|
2020
Q2 | $3.77M | Buy |
+66,533
| New | +$3.77M | 2.1% | 12 |
|