Brandywine Oak Private Wealth’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
13,194
+274
| +2% | +$41K | 0.18% | 62 |
|
|
2025
Q1 | $1.81M | Hold |
12,920
| – | – | 0.18% | 66 |
|
|
2024
Q4 | $2.23M | Buy |
12,920
+1
| +0% | +$172 | 0.22% | 60 |
|
|
2024
Q3 | $1.98M | Hold |
12,919
| – | – | 0.19% | 66 |
|
|
2024
Q2 | $1.6M | Sell |
12,919
-4,500
| -26% | -$557K | 0.16% | 67 |
|
|
2024
Q1 | $2.29M | Hold |
17,419
| – | – | 0.24% | 59 |
|
|
2023
Q4 | $2.28M | Hold |
17,419
| – | – | 0.25% | 55 |
|
|
2023
Q3 | $1.87M | Sell |
17,419
-354
| -2% | -$37.9K | 0.22% | 60 |
|
|
2023
Q2 | $1.65M | Sell |
17,773
-2,027
| -10% | -$188K | 0.18% | 68 |
|
|
2023
Q1 | $1.74M | Sell |
19,800
-630
| -3% | -$55.3K | 0.2% | 66 |
|
|
2022
Q4 | $1.52M | Sell |
20,430
-97
| -0.5% | -$7.2K | 0.19% | 72 |
|
|
2022
Q3 | $1.72M | Sell |
20,527
-120
| -0.6% | -$10K | 0.23% | 65 |
|
|
2022
Q2 | $1.88M | Buy |
20,647
+341
| +2% | +$31.1K | 0.24% | 69 |
|
|
2022
Q1 | $2.57M | Sell |
20,306
-256
| -1% | -$32.4K | 0.29% | 62 |
|
|
2021
Q4 | $2.66M | Sell |
20,562
-268
| -1% | -$34.7K | 0.29% | 62 |
|
|
2021
Q3 | $2.42M | Buy |
20,830
+3,230
| +18% | +$376K | 0.28% | 61 |
|
|
2021
Q2 | $1.71M | Buy |
17,600
+1,828
| +12% | +$178K | 0.2% | 80 |
|
|
2021
Q1 | $1.18M | Sell |
15,772
-275
| -2% | -$20.5K | 0.17% | 84 |
|
|
2020
Q4 | $1.04M | Buy |
16,047
+450
| +3% | +$29.2K | 0.16% | 87 |
|
|
2020
Q3 | $814K | Sell |
15,597
-686
| -4% | -$35.8K | 0.14% | 92 |
|
|
2020
Q2 | $922K | Buy |
16,283
+1,326
| +9% | +$75.1K | 0.16% | 87 |
|
|
2020
Q1 | $725K | Buy |
+14,957
| New | +$725K | 0.15% | 87 |
|