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 |
|