Cassaday & Co 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 | $859K | Buy |
5,741
+1,087
| +23% | +$163K | 0.02% | 144 |
|
|
2025
Q1 | $651K | Buy |
4,654
+936
| +25% | +$131K | 0.02% | 167 |
|
|
2024
Q4 | $641K | Sell |
3,718
-92
| -2% | -$15.9K | 0.02% | 171 |
|
|
2024
Q3 | $583K | Sell |
3,810
-79
| -2% | -$12.1K | 0.02% | 169 |
|
|
2024
Q2 | $481K | Buy |
3,889
+193
| +5% | +$23.9K | 0.02% | 175 |
|
|
2024
Q1 | $486K | Buy |
3,696
+627
| +20% | +$82.4K | 0.02% | 174 |
|
|
2023
Q4 | $402K | Buy |
3,069
+53
| +2% | +$6.94K | 0.01% | 177 |
|
|
2023
Q3 | $323K | Buy |
3,016
+27
| +0.9% | +$2.89K | 0.01% | 183 |
|
|
2023
Q2 | $278K | Buy |
2,989
+15
| +0.5% | +$1.4K | 0.01% | 201 |
|
|
2023
Q1 | $261K | Buy |
2,974
+14
| +0.5% | +$1.23K | 0.01% | 218 |
|
|
2022
Q4 | $220K | Buy |
+2,960
| New | +$220K | 0.01% | 231 |
|