Concord Wealth Partners’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.3K | Hold |
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|
2025
Q2 | $17.8K | Hold |
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|
2025
Q1 | $16.6K | Hold |
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|
2024
Q4 | $20.5K | Hold |
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|
2024
Q3 | $18.2K | Hold |
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|
2024
Q2 | $14.7K | Hold |
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|
2024
Q1 | $15.6K | Hold |
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|
2023
Q4 | $15.6K | Sell |
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|
2023
Q3 | $68.6K | Hold |
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|
2023
Q2 | $59.5K | Buy |
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|
2023
Q1 | $54.1K | Sell |
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|
2022
Q4 | $47.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $58K | Buy |
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|
2022
Q1 | $78K | Sell |
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|
2021
Q4 | $235K | Buy |
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|
2021
Q3 | $58K | Sell |
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|
2021
Q2 | $196K | Sell |
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|
2021
Q1 | $158K | Buy |
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|
2020
Q4 | $123K | Buy |
|