Castle Rock 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 | $598K | Buy |
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|
2025
Q2 | $594K | Sell |
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|
2025
Q1 | $1.42M | Sell |
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|
2024
Q4 | $2.01M | Buy |
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|
2024
Q3 | $1.79M | Buy |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $1.34M | Sell |
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|
2023
Q4 | $1.47M | Buy |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $889K | Sell |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $941K | Buy |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.46M | Sell |
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|
2021
Q4 | $2.37M | Sell |
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|
2021
Q3 | $3.13M | Buy |
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|
2021
Q2 | $2.42M | Buy |
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|
2021
Q1 | $1.72M | Buy |
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|
2020
Q4 | $1.28M | Buy |
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|
2020
Q3 | $997K | Buy |
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|
2020
Q2 | $783K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $430K | Buy |
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