Douglass Winthrop Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.64M | Sell |
14,286
-886
| -6% | -$115K | 0.03% | 128 |
|
|
2025
Q4 | $2.34M | Buy |
15,172
+947
| +7% | +$144K | 0.04% | 114 |
|
|
2025
Q3 | $2.43M | Sell |
14,225
-12
| -0.1% | -$2.06K | 0.04% | 105 |
|
|
2025
Q2 | $2.13M | Hold |
14,237
| – | – | 0.04% | 108 |
|
|
2025
Q1 | $1.99M | Buy |
14,237
+2,366
| +20% | +$384K | 0.04% | 107 |
|
|
2024
Q4 | $2.05M | Sell |
11,871
-150
| -1% | -$26.1K | 0.04% | 106 |
|
|
2024
Q3 | $1.84M | Buy |
12,021
+585
| +5% | +$81.2K | 0.04% | 108 |
|
|
2024
Q2 | $1.42M | Sell |
11,436
-936
| -8% | -$115K | 0.03% | 113 |
|
|
2024
Q1 | $1.63M | Buy |
12,372
+1,272
| +11% | +$159K | 0.03% | 111 |
|
|
2023
Q4 | $1.45M | Buy |
11,100
+1,000
| +10% | +$108K | 0.03% | 105 |
|
|
2023
Q3 | $1.08M | Sell |
10,100
-225
| -2% | -$23.4K | 0.03% | 112 |
|
|
2023
Q2 | $960K | Sell |
10,325
-50
| -0.5% | -$4.32K | 0.02% | 123 |
|
|
2023
Q1 | $911K | Sell |
10,375
-35
| -0.3% | -$3.09K | 0.02% | 125 |
|
|
2022
Q4 | $772K | Hold |
10,410
| – | – | 0.02% | 134 |
|
|
2022
Q3 | $871K | Sell |
10,410
-30
| -0.3% | -$2.9K | 0.03% | 124 |
|
|
2022
Q2 | $952K | Sell |
10,440
-250
| -2% | -$27K | 0.03% | 124 |
|
|
2022
Q1 | $1.36M | Sell |
10,690
-165
| -2% | -$20.1K | 0.03% | 120 |
|
|
2021
Q4 | $1.41M | Sell |
10,855
-1,010
| -9% | -$135K | 0.03% | 123 |
|
|
2021
Q3 | $1.38M | Sell |
11,865
-350
| -3% | -$40.6K | 0.03% | 122 |
|
|
2021
Q2 | $1.19M | Hold |
12,215
| – | – | 0.03% | 130 |
|
|
2021
Q1 | $910K | Buy |
12,215
+663
| +6% | +$45.8K | 0.02% | 142 |
|
|
2020
Q4 | $749K | Buy |
11,552
+2,387
| +26% | +$139K | 0.02% | 149 |
|
|
2020
Q3 | $478K | Buy |
9,165
+165
| +2% | +$8.83K | 0.02% | 173 |
|
|
2020
Q2 | $510K | Buy |
9,000
+2,000
| +29% | +$105K | 0.02% | 162 |
|
|
2020
Q1 | $319K | Buy |
+7,000
| New | +$387K | 0.01% | 192 |
|
|
2019
Q4 | – | Sell |
-9,800
| Closed | -$479K | – | 260 |
|
|
2019
Q3 | $479K | Hold |
9,800
| – | – | 0.02% | 181 |
|
|
2019
Q2 | $435K | Hold |
9,800
| – | – | 0.02% | 185 |
|
|
2019
Q1 | $343K | Hold |
9,800
| – | – | 0.02% | 193 |
|
|
2018
Q4 | $292K | Buy |
9,800
+1,000
| +11% | +$33.1K | 0.01% | 206 |
|
|
2018
Q3 | $335K | Sell |
8,800
-739
| -8% | -$26.7K | 0.01% | 206 |
|
|
2018
Q2 | $307K | Sell |
9,539
-10,261
| -52% | -$327K | 0.01% | 237 |
|
|
2018
Q1 | $633K | Buy |
19,800
+4,500
| +29% | +$153K | 0.03% | 176 |
|
|
2017
Q4 | $490K | Buy |
15,300
+2,625
| +21% | +$85.5K | 0.03% | 169 |
|
|
2017
Q3 | $423K | Hold |
12,675
| – | – | 0.02% | 182 |
|
|
2017
Q2 | $423K | Buy |
12,675
+500
| +4% | +$15.7K | 0.03% | 179 |
|
|
2017
Q1 | $362K | Buy |
+12,175
| New | +$366K | 0.02% | 185 |
|
Other funds holding BX
VCM
VPM
