Center for Financial Planning’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.7K | Hold |
640
| – | – | 0.01% | 223 |
|
|
2025
Q1 | $89.5K | Sell |
640
-130
| -17% | -$18.2K | 0.01% | 216 |
|
|
2024
Q4 | $133K | Buy |
770
+120
| +18% | +$20.7K | 0.02% | 178 |
|
|
2024
Q3 | $99.5K | Hold |
650
| – | – | 0.01% | 187 |
|
|
2024
Q2 | $80.5K | Sell |
650
-500
| -43% | -$61.9K | 0.01% | 195 |
|
|
2024
Q1 | $151K | Hold |
1,150
| – | – | 0.02% | 160 |
|
|
2023
Q4 | $151K | Hold |
1,150
| – | – | 0.03% | 151 |
|
|
2023
Q3 | $123K | Hold |
1,150
| – | – | 0.03% | 152 |
|
|
2023
Q2 | $107K | Hold |
1,150
| – | – | 0.02% | 167 |
|
|
2023
Q1 | $101K | Hold |
1,150
| – | – | 0.02% | 165 |
|
|
2022
Q4 | $85.3K | Hold |
1,150
| – | – | 0.02% | 175 |
|
|
2022
Q3 | $96K | Hold |
1,150
| – | – | 0.03% | 161 |
|
|
2022
Q2 | $105K | Buy |
1,150
+1,000
| +667% | +$91.3K | 0.03% | 158 |
|
|
2022
Q1 | $19K | Hold |
150
| – | – | ﹤0.01% | 306 |
|
|
2021
Q4 | $19K | Hold |
150
| – | – | ﹤0.01% | 308 |
|
|
2021
Q3 | $17K | Hold |
150
| – | – | ﹤0.01% | 312 |
|
|
2021
Q2 | $15K | Hold |
150
| – | – | ﹤0.01% | 325 |
|
|
2021
Q1 | $11K | Hold |
150
| – | – | ﹤0.01% | 370 |
|
|
2020
Q4 | $10K | Buy |
+150
| New | +$10K | ﹤0.01% | 338 |
|
|
2020
Q2 | – | Sell |
-284
| Closed | -$13K | – | 470 |
|
|
2020
Q1 | $13K | Buy |
+284
| New | +$13K | ﹤0.01% | 294 |
|