CFM Wealth Partners’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,307
| Closed | -$225K | – | 140 |
|
|
2024
Q4 | $225K | Hold |
1,307
| – | – | 0.04% | 131 |
|
|
2024
Q3 | $200K | Sell |
1,307
-692
| -35% | -$106K | 0.04% | 142 |
|
|
2024
Q2 | $247K | Sell |
1,999
-435
| -18% | -$53.9K | 0.05% | 133 |
|
|
2024
Q1 | $320K | Buy |
2,434
+3
| +0.1% | +$394 | 0.06% | 128 |
|
|
2023
Q4 | $318K | Sell |
2,431
-14
| -0.6% | -$1.83K | 0.07% | 132 |
|
|
2023
Q3 | $262K | Hold |
2,445
| – | – | 0.07% | 127 |
|
|
2023
Q2 | $227K | Hold |
2,445
| – | – | 0.06% | 155 |
|
|
2023
Q1 | $215K | Buy |
+2,445
| New | +$215K | 0.06% | 147 |
|
|
2022
Q4 | – | Sell |
-2,525
| Closed | -$211K | – | 155 |
|
|
2022
Q3 | $211K | Hold |
2,525
| – | – | 0.07% | 147 |
|
|
2022
Q2 | $230K | Sell |
2,525
-190
| -7% | -$17.3K | 0.07% | 151 |
|
|
2022
Q1 | $345K | Hold |
2,715
| – | – | 0.08% | 138 |
|
|
2021
Q4 | $344K | Hold |
2,715
| – | – | 0.08% | 136 |
|
|
2021
Q3 | $315K | Hold |
2,715
| – | – | 0.08% | 142 |
|
|
2021
Q2 | $264K | Hold |
2,715
| – | – | 0.07% | 145 |
|
|
2021
Q1 | $202K | Buy |
+2,715
| New | +$202K | 0.06% | 167 |
|
|
2020
Q3 | – | Sell |
-2,715
| Closed | -$153K | – | 198 |
|
|
2020
Q2 | $153K | Sell |
2,715
-388
| -13% | -$21.9K | 0.06% | 167 |
|
|
2020
Q1 | $141K | Hold |
3,103
| – | – | 0.07% | 164 |
|
|
2019
Q4 | $187K | Buy |
+3,103
| New | +$187K | 0.07% | 152 |
|