Clifford Swan Investment Counsel’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Buy |
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|
2025
Q1 | $700K | Sell |
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|
2024
Q4 | $870K | Sell |
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|
2024
Q3 | $814K | Sell |
|
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|
2024
Q2 | $683K | Sell |
|
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|
2024
Q1 | $736K | Sell |
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|
2023
Q4 | $743K | Buy |
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|
2023
Q3 | $481K | Sell |
|
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|
2023
Q2 | $422K | Hold |
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|
2023
Q1 | $398K | Buy |
|
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|
2022
Q4 | $334K | Sell |
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|
2022
Q3 | $386K | Sell |
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|
2022
Q2 | $430K | Buy |
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|
2022
Q1 | $596K | Sell |
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|
2021
Q4 | $734K | Sell |
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|
2021
Q3 | $788K | Sell |
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|
2021
Q2 | $727K | Sell |
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|
2021
Q1 | $542K | Sell |
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|
2020
Q4 | $473K | Sell |
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|
2020
Q3 | $388K | Sell |
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|
2020
Q2 | $452K | Sell |
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|
2020
Q1 | $415K | Sell |
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|
2019
Q4 | $529K | Hold |
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|
2019
Q3 | $462K | Buy |
|