Congress Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
24,139
+2,129
| +10% | +$318K | 0.04% | 447 |
|
|
2025
Q1 | $3.11M | Sell |
22,010
-76
| -0.3% | -$10.7K | 0.04% | 403 |
|
|
2024
Q4 | $3.81M | Buy |
22,086
+8,262
| +60% | +$1.42M | 0.05% | 321 |
|
|
2024
Q3 | $2.12M | Buy |
13,824
+6,852
| +98% | +$1.05M | 0.03% | 416 |
|
|
2024
Q2 | $863K | Sell |
6,972
-20,418
| -75% | -$2.53M | 0.01% | 455 |
|
|
2024
Q1 | $3.6M | Sell |
27,390
-8,825
| -24% | -$1.16M | 0.06% | 261 |
|
|
2023
Q4 | $4.74M | Buy |
36,215
+9,699
| +37% | +$1.27M | 0.09% | 233 |
|
|
2023
Q3 | $2.84M | Buy |
26,516
+5,022
| +23% | +$538K | 0.06% | 268 |
|
|
2023
Q2 | $2M | Buy |
21,494
+31
| +0.1% | +$2.88K | 0.05% | 261 |
|
|
2023
Q1 | $1.89M | Sell |
21,463
-8,200
| -28% | -$720K | 0.05% | 271 |
|
|
2022
Q4 | $2.2M | Sell |
29,663
-1,961
| -6% | -$145K | 0.06% | 253 |
|
|
2022
Q3 | $2.65M | Buy |
31,624
+9,750
| +45% | +$816K | 0.07% | 245 |
|
|
2022
Q2 | $2M | Buy |
21,874
+16,073
| +277% | +$1.47M | 0.05% | 275 |
|
|
2022
Q1 | $736K | Sell |
5,801
-1,645
| -22% | -$209K | 0.02% | 393 |
|
|
2021
Q4 | $964K | Buy |
+7,446
| New | +$964K | 0.02% | 371 |
|