Boston Financial Management’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$3.91M Sell
22,674
-8
-0% -$1.38K 0.12% 113
2024
Q3
$3.47M Buy
22,682
+275
+1% +$42.1K 0.1% 117
2024
Q2
$2.77M Sell
22,407
-13
-0.1% -$1.61K 0.09% 125
2024
Q1
$2.95M Hold
22,420
0.09% 124
2023
Q4
$2.94M Sell
22,420
-1,467
-6% -$192K 0.1% 120
2023
Q3
$2.56M Sell
23,887
-1,064
-4% -$114K 0.1% 121
2023
Q2
$2.32M Sell
24,951
-147
-0.6% -$13.7K 0.08% 131
2023
Q1
$2.2M Buy
25,098
+17
+0.1% +$1.49K 0.09% 135
2022
Q4
$1.86M Hold
25,081
0.07% 138
2022
Q3
$2.1M Buy
25,081
+111
+0.4% +$9.29K 0.09% 121
2022
Q2
$2.28M Buy
24,970
+70
+0.3% +$6.39K 0.1% 113
2022
Q1
$3.16M Sell
24,900
-200
-0.8% -$25.4K 0.12% 104
2021
Q4
$3.25M Sell
25,100
-50
-0.2% -$6.47K 0.12% 91
2021
Q3
$2.93M Hold
25,150
0.12% 89
2021
Q2
$2.44M Sell
25,150
-2,300
-8% -$223K 0.1% 96
2021
Q1
$2.05M Sell
27,450
-100
-0.4% -$7.45K 0.09% 99
2020
Q4
$1.79M Buy
27,550
+2,300
+9% +$149K 0.08% 105
2020
Q3
$1.32M Buy
25,250
+300
+1% +$15.7K 0.06% 115
2020
Q2
$1.41M Buy
24,950
+1,700
+7% +$96.3K 0.08% 107
2020
Q1
$1.06M Buy
23,250
+2,950
+15% +$134K 0.07% 113
2019
Q4
$1.14M Buy
20,300
+10,000
+97% +$560K 0.06% 127
2019
Q3
$503K Buy
10,300
+2,700
+36% +$132K 0.03% 180
2019
Q2
$338K Buy
7,600
+500
+7% +$22.2K 0.02% 213
2019
Q1
$248K Buy
+7,100
New +$248K 0.02% 236