Congress 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
$3.61M Buy
2025
Q1
$3.11M Sell
2024
Q4
$3.81M Buy
2024
Q3
$2.12M Buy
2024
Q2
$863K Sell
2024
Q1
$3.6M Sell
2023
Q4
$4.74M Buy
2023
Q3
$2.84M Buy
2023
Q2
$2M Buy
2023
Q1
$1.89M Sell
2022
Q4
$2.2M Sell
2022
Q3
$2.65M Buy
2022
Q2
$2M Buy
2022
Q1
$736K Sell
2021
Q4
$964K Buy