Compass Wealth Management’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 | $6.01M | Sell |
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|
2025
Q1 | $5.72M | Sell |
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|
2024
Q4 | $7.39M | Sell |
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|
2024
Q3 | $6.76M | Sell |
|
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|
2024
Q2 | $5.54M | Hold |
|
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|
2024
Q1 | $5.88M | Buy |
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|
2023
Q4 | $5.52M | Sell |
|
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|
2023
Q3 | $4.79M | Sell |
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|
2023
Q2 | $4.21M | Sell |
|
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|
2023
Q1 | $4.05M | Sell |
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|
2022
Q4 | $3.47M | Buy |
|