Cerro Pacific Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
1,899
+333
| +21% | +$49.8K | 0.08% | 139 |
|
|
2025
Q1 | $270K | Buy |
1,566
+189
| +14% | +$32.6K | 0.09% | 136 |
|
|
2024
Q4 | $211K | Buy |
+1,377
| New | +$211K | 0.07% | 152 |
|
|
2023
Q1 | $207K | Sell |
2,356
-4,154
| -64% | -$365K | 0.11% | 142 |
|
|
2022
Q4 | $483K | Sell |
6,510
-1,681
| -21% | -$125K | 0.26% | 91 |
|
|
2022
Q3 | $686K | Buy |
8,191
+77
| +0.9% | +$6.45K | 0.42% | 65 |
|
|
2022
Q2 | $740K | Sell |
8,114
-399
| -5% | -$36.4K | 0.46% | 57 |
|
|
2022
Q1 | $1.08M | Buy |
8,513
+383
| +5% | +$48.6K | 0.66% | 36 |
|
|
2021
Q4 | $1.05M | Buy |
8,130
+1,045
| +15% | +$135K | 0.67% | 37 |
|
|
2021
Q3 | $824K | Buy |
7,085
+2,356
| +50% | +$274K | 0.59% | 44 |
|
|
2021
Q2 | $459K | Buy |
+4,729
| New | +$459K | 0.34% | 84 |
|