Carl P. Sherr & Co’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Hold |
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|
2025
Q1 | $315K | Hold |
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|
2024
Q4 | $388K | Hold |
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|
2024
Q3 | $345K | Hold |
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|
2024
Q2 | $279K | Hold |
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|
2024
Q1 | $296K | Hold |
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|
2023
Q4 | $295K | Hold |
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|
2023
Q3 | $241K | Hold |
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|
2023
Q2 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $286K | Hold |
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|
2021
Q4 | $291K | Buy |
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