Cassaday & Co Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $982K | Buy |
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|
2025
Q2 | $859K | Buy |
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|
2025
Q1 | $651K | Buy |
|
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|
2024
Q4 | $641K | Sell |
|
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|
2024
Q3 | $583K | Sell |
|
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|
2024
Q2 | $481K | Buy |
|
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|
2024
Q1 | $486K | Buy |
|
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|
2023
Q4 | $402K | Buy |
|
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|
2023
Q3 | $323K | Buy |
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|
2023
Q2 | $278K | Buy |
|
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|
2023
Q1 | $261K | Buy |
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|
2022
Q4 | $220K | Buy |
|