Curated Wealth Partners’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
10,299
+34
| +0.3% | +$5.09K | 0.18% | 34 |
|
|
2025
Q1 | $1.43M | Buy |
10,265
+200
| +2% | +$28K | 0.19% | 33 |
|
|
2024
Q4 | $1.74M | Buy |
10,065
+16
| +0.2% | +$2.76K | 0.2% | 29 |
|
|
2024
Q3 | $1.54M | Hold |
10,049
| – | – | 0.2% | 31 |
|
|
2024
Q2 | $1.24M | Buy |
+10,049
| New | +$1.24M | 0.17% | 37 |
|
|
2024
Q1 | – | Sell |
-10,057
| Closed | -$1.32M | – | 29 |
|
|
2023
Q4 | $1.32M | Buy |
10,057
+69
| +0.7% | +$9.03K | 0.22% | 30 |
|
|
2023
Q3 | $1.07M | Sell |
9,988
-8
| -0.1% | -$857 | 0.2% | 32 |
|
|
2023
Q2 | $929K | Hold |
9,996
| – | – | 0.18% | 39 |
|
|
2023
Q1 | $878K | Hold |
9,996
| – | – | 0.2% | 39 |
|
|
2022
Q4 | $742K | Sell |
9,996
-65
| -0.6% | -$4.82K | 0.18% | 49 |
|
|
2022
Q3 | $843K | Sell |
10,061
-26
| -0.3% | -$2.18K | 0.25% | 36 |
|
|
2022
Q2 | $921K | Sell |
10,087
-13
| -0.1% | -$1.19K | 0.27% | 34 |
|
|
2022
Q1 | $1.31M | Hold |
10,100
| – | – | 0.44% | 24 |
|
|
2021
Q4 | $1.31M | Buy |
10,100
+8
| +0.1% | +$1.04K | 0.42% | 25 |
|
|
2021
Q3 | $1.17M | Hold |
10,092
| – | – | 0.66% | 28 |
|
|
2021
Q2 | $980K | Sell |
10,092
-15
| -0.1% | -$1.46K | 0.53% | 33 |
|
|
2021
Q1 | $753K | Hold |
10,107
| – | – | 0.46% | 36 |
|
|
2020
Q4 | $655K | Buy |
+10,107
| New | +$655K | 0.42% | 41 |
|