Cypress Wealth Services’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
1,969
-11
| -0.6% | -$1.65K | 0.05% | 237 |
|
|
2025
Q1 | $277K | Buy |
1,980
+48
| +2% | +$6.71K | 0.06% | 229 |
|
|
2024
Q4 | $333K | Buy |
1,932
+21
| +1% | +$3.62K | 0.07% | 193 |
|
|
2024
Q3 | $293K | Buy |
1,911
+56
| +3% | +$8.58K | 0.06% | 206 |
|
|
2024
Q2 | $230K | Buy |
1,855
+71
| +4% | +$8.79K | 0.05% | 230 |
|
|
2024
Q1 | $234K | Sell |
1,784
-1,710
| -49% | -$225K | 0.05% | 232 |
|
|
2023
Q4 | $457K | Buy |
3,494
+7
| +0.2% | +$916 | 0.11% | 149 |
|
|
2023
Q3 | $374K | Buy |
3,487
+1
| +0% | +$107 | 0.1% | 161 |
|
|
2023
Q2 | $364K | Sell |
3,486
-99
| -3% | -$10.3K | 0.1% | 166 |
|
|
2023
Q1 | $315K | Buy |
3,585
+102
| +3% | +$8.96K | 0.09% | 179 |
|
|
2022
Q4 | $258K | Buy |
3,483
+11
| +0.3% | +$816 | 0.08% | 197 |
|
|
2022
Q3 | $300K | Buy |
3,472
+2
| +0.1% | +$173 | 0.1% | 170 |
|
|
2022
Q2 | $317K | Buy |
3,470
+12
| +0.3% | +$1.1K | 0.1% | 165 |
|
|
2022
Q1 | $439K | Sell |
3,458
-479
| -12% | -$60.8K | 0.12% | 134 |
|
|
2021
Q4 | $509K | Buy |
3,937
+1
| +0% | +$129 | 0.14% | 112 |
|
|
2021
Q3 | $458K | Sell |
3,936
-44
| -1% | -$5.12K | 0.14% | 121 |
|
|
2021
Q2 | $387K | Buy |
+3,980
| New | +$387K | 0.11% | 168 |
|