BSW Wealth Partners’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Buy |
6,076
+116
| +2% | +$17.4K | 0.12% | 100 |
|
|
2025
Q1 | $833K | Sell |
5,960
-236
| -4% | -$33K | 0.13% | 95 |
|
|
2024
Q4 | $1.07M | Buy |
6,196
+1,642
| +36% | +$283K | 0.16% | 82 |
|
|
2024
Q3 | $697K | Sell |
4,554
-30
| -0.7% | -$4.59K | 0.1% | 111 |
|
|
2024
Q2 | $567K | Buy |
4,584
+28
| +0.6% | +$3.47K | 0.09% | 122 |
|
|
2024
Q1 | $599K | Buy |
4,556
+84
| +2% | +$11K | 0.1% | 117 |
|
|
2023
Q4 | $585K | Hold |
4,472
| – | – | 0.12% | 109 |
|
|
2023
Q3 | $479K | Hold |
4,472
| – | – | 0.11% | 114 |
|
|
2023
Q2 | $416K | Hold |
4,472
| – | – | 0.09% | 133 |
|
|
2023
Q1 | $393K | Hold |
4,472
| – | – | 0.08% | 175 |
|
|
2022
Q4 | $332K | Buy |
4,472
+97
| +2% | +$7.2K | 0.07% | 196 |
|
|
2022
Q3 | $366K | Hold |
4,375
| – | – | 0.09% | 149 |
|
|
2022
Q2 | $399K | Hold |
4,375
| – | – | 0.1% | 145 |
|
|
2022
Q1 | $555K | Hold |
4,375
| – | – | 0.14% | 110 |
|
|
2021
Q4 | $566K | Buy |
+4,375
| New | +$566K | 0.14% | 101 |
|