Cape Investment Advisory’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$406K Buy
2,711
+1,840
+211% +$275K 0.15% 113
2025
Q1
$122K Buy
871
+5
+0.6% +$699 0.05% 226
2024
Q4
$149K Buy
866
+811
+1,475% +$140K 0.06% 201
2024
Q3
$8.43K Buy
55
+30
+120% +$4.6K ﹤0.01% 595
2024
Q2
$3.1K Buy
25
+9
+56% +$1.11K ﹤0.01% 745
2024
Q1
$2.1K Buy
+16
New +$2.1K ﹤0.01% 764