CarsonAllaria Wealth Management’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.3K Hold
222
0.02% 159
2025
Q1
$31.1K Hold
222
0.02% 161
2024
Q4
$38.4K Hold
222
0.02% 144
2024
Q3
$34.1K Hold
222
0.02% 156
2024
Q2
$27.6K Hold
222
0.02% 164
2024
Q1
$29.2K Hold
222
0.02% 162
2023
Q4
$29.1K Buy
222
+2
+0.9% +$263 0.02% 145
2023
Q3
$23.7K Buy
220
+1
+0.5% +$108 0.02% 150
2023
Q2
$20.4K Buy
219
+2
+0.9% +$186 0.02% 170
2023
Q1
$19.1K Buy
+217
New +$19.1K 0.02% 170
2022
Q4
Sell
-754
Closed -$63K 344
2022
Q3
$63K Buy
754
+1
+0.1% +$84 0.06% 99
2022
Q2
$69K Sell
753
-1
-0.1% -$92 0.06% 96
2022
Q1
$96K Buy
754
+1
+0.1% +$127 0.09% 87
2021
Q4
$98K Buy
+753
New +$98K 0.09% 90