Burney Company’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$254K Sell
1,698
-202
-11% -$30.2K 0.01% 517
2025
Q1
$266K Sell
1,900
-284
-13% -$39.7K 0.01% 520
2024
Q4
$377K Hold
2,184
0.01% 468
2024
Q3
$334K Sell
2,184
-1,264
-37% -$194K 0.01% 502
2024
Q2
$427K Sell
3,448
-479
-12% -$59.3K 0.02% 453
2024
Q1
$516K Sell
3,927
-19
-0.5% -$2.5K 0.02% 429
2023
Q4
$517K Hold
3,946
0.02% 412
2023
Q3
$423K Hold
3,946
0.02% 428
2023
Q2
$367K Sell
3,946
-22
-0.6% -$2.05K 0.02% 459
2023
Q1
$349K Sell
3,968
-6,094
-61% -$535K 0.02% 464
2022
Q4
$747K Sell
10,062
-2,080
-17% -$154K 0.04% 337
2022
Q3
$1.02M Buy
12,142
+5,514
+83% +$461K 0.06% 292
2022
Q2
$605K Buy
+6,628
New +$605K 0.03% 377
2016
Q2
Sell
-8,232
Closed -$231K 376
2016
Q1
$231K Sell
8,232
-6,187
-43% -$174K 0.02% 357
2015
Q4
$438K Sell
14,419
-1,299
-8% -$39.5K 0.03% 266
2015
Q3
$489K Sell
15,718
-3,465
-18% -$108K 0.04% 255
2015
Q2
$769K Sell
19,183
-11,392
-37% -$457K 0.05% 223
2015
Q1
$1.17M Buy
30,575
+20,074
+191% +$766K 0.08% 209
2014
Q4
$349K Buy
+10,501
New +$349K 0.03% 307