CA
Carson Advisory’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
9,786
-114
| -1% | -$17.1K | 0.93% | 26 |
|
|
2025
Q1 | $1.38M | Sell |
9,900
-440
| -4% | -$61.5K | 0.93% | 26 |
|
|
2024
Q4 | $1.78M | Sell |
10,340
-600
| -5% | -$103K | 1.24% | 20 |
|
|
2024
Q3 | $1.68M | Sell |
10,940
-25
| -0.2% | -$3.83K | 1.05% | 23 |
|
|
2024
Q2 | $1.36M | Hold |
10,965
| – | – | 0.95% | 25 |
|
|
2024
Q1 | $1.44M | Sell |
10,965
-280
| -2% | -$36.8K | 1.01% | 26 |
|
|
2023
Q4 | $1.47M | Sell |
11,245
-75
| -0.7% | -$9.82K | 1.14% | 24 |
|
|
2023
Q3 | $1.21M | Sell |
11,320
-100
| -0.9% | -$10.7K | 1.06% | 25 |
|
|
2023
Q2 | $1.06M | Buy |
11,420
+300
| +3% | +$27.9K | 0.9% | 30 |
|
|
2023
Q1 | $977K | Sell |
11,120
-249
| -2% | -$21.9K | 0.87% | 30 |
|
|
2022
Q4 | $843K | Sell |
11,369
-469
| -4% | -$34.8K | 0.81% | 37 |
|
|
2022
Q3 | $991K | Buy |
11,838
+100
| +0.9% | +$8.37K | 1.1% | 22 |
|
|
2022
Q2 | $1.07M | Buy |
11,738
+4,350
| +59% | +$397K | 1.2% | 20 |
|
|
2022
Q1 | $938K | Buy |
7,388
+4,805
| +186% | +$610K | 0.93% | 29 |
|
|
2021
Q4 | $334K | Buy |
+2,583
| New | +$334K | 0.34% | 78 |
|