Brown Financial 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 | $432K | Buy |
2,885
+10
| +0.3% | +$1.5K | 0.17% | 119 |
|
|
2025
Q1 | $402K | Buy |
2,875
+421
| +17% | +$58.8K | 0.17% | 124 |
|
|
2024
Q4 | $423K | Sell |
2,454
-926
| -27% | -$160K | 0.17% | 117 |
|
|
2024
Q3 | $518K | Sell |
3,380
-2,434
| -42% | -$373K | 0.21% | 98 |
|
|
2024
Q2 | $720K | Buy |
+5,814
| New | +$720K | 0.32% | 99 |
|