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 | 
         | 
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| 
        
          
      
        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 | 
         |