CIA
Choate Investment Advisors’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
14,579
-510
| -3% | -$76.3K | 0.05% | 132 |
|
|
2025
Q1 | $2.11M | Sell |
15,089
-1,753
| -10% | -$245K | 0.05% | 131 |
|
|
2024
Q4 | $2.9M | Buy |
16,842
+3,053
| +22% | +$526K | 0.07% | 110 |
|
|
2024
Q3 | $2.11M | Buy |
13,789
+1,471
| +12% | +$225K | 0.05% | 137 |
|
|
2024
Q2 | $1.52M | Sell |
12,318
-1,110
| -8% | -$137K | 0.04% | 150 |
|
|
2024
Q1 | $1.76M | Buy |
13,428
+23
| +0.2% | +$3.02K | 0.05% | 152 |
|
|
2023
Q4 | $1.75M | Sell |
13,405
-10,638
| -44% | -$1.39M | 0.05% | 137 |
|
|
2023
Q3 | $2.58M | Buy |
24,043
+14,091
| +142% | +$1.51M | 0.1% | 92 |
|
|
2023
Q2 | $925K | Buy |
9,952
+2,552
| +34% | +$237K | 0.04% | 145 |
|
|
2023
Q1 | $650K | Hold |
7,400
| – | – | 0.03% | 161 |
|
|
2022
Q4 | $549K | Buy |
7,400
+700
| +10% | +$51.9K | 0.03% | 173 |
|
|
2022
Q3 | $561K | Hold |
6,700
| – | – | 0.04% | 148 |
|
|
2022
Q2 | $612K | Sell |
6,700
-4,550
| -40% | -$416K | 0.04% | 153 |
|
|
2022
Q1 | $1.43M | Hold |
11,250
| – | – | 0.08% | 110 |
|
|
2021
Q4 | $1.46M | Buy |
11,250
+3,900
| +53% | +$504K | 0.08% | 100 |
|
|
2021
Q3 | $856K | Hold |
7,350
| – | – | 0.05% | 140 |
|
|
2021
Q2 | $714K | Hold |
7,350
| – | – | 0.04% | 152 |
|
|
2021
Q1 | $547K | Buy |
7,350
+2,400
| +48% | +$179K | 0.03% | 170 |
|
|
2020
Q4 | $321K | Buy |
+4,950
| New | +$321K | 0.02% | 197 |
|
|
2020
Q1 | – | Sell |
-3,600
| Closed | -$201K | – | 234 |
|
|
2019
Q4 | $201K | Buy |
+3,600
| New | +$201K | 0.01% | 223 |
|
|
2016
Q2 | – | Sell |
-9,570
| Closed | -$268K | – | 233 |
|
|
2016
Q1 | $268K | Buy |
+9,570
| New | +$268K | 0.02% | 206 |
|