Dynamic Advisor Solutions’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
7,123
+285
| +4% | +$42.6K | 0.03% | 437 |
|
|
2025
Q1 | $956K | Sell |
6,838
-272
| -4% | -$38K | 0.03% | 428 |
|
|
2024
Q4 | $1.23M | Sell |
7,110
-581
| -8% | -$100K | 0.05% | 280 |
|
|
2024
Q3 | $1.18M | Sell |
7,691
-73
| -0.9% | -$11.2K | 0.04% | 414 |
|
|
2024
Q2 | $961K | Sell |
7,764
-1,387
| -15% | -$172K | 0.03% | 469 |
|
|
2024
Q1 | $1.2M | Sell |
9,151
-8,040
| -47% | -$1.06M | 0.04% | 404 |
|
|
2023
Q4 | $2.1M | Buy |
17,191
+964
| +6% | +$118K | 0.08% | 277 |
|
|
2023
Q3 | $1.74M | Sell |
16,227
-651
| -4% | -$69.7K | 0.08% | 260 |
|
|
2023
Q2 | $1.57M | Buy |
16,878
+1,072
| +7% | +$99.7K | 0.08% | 255 |
|
|
2023
Q1 | $1.39M | Sell |
15,806
-1,532
| -9% | -$135K | 0.08% | 263 |
|
|
2022
Q4 | $1.29M | Sell |
17,338
-2,345
| -12% | -$174K | 0.09% | 241 |
|
|
2022
Q3 | $1.65M | Buy |
19,683
+3,315
| +20% | +$277K | 0.13% | 181 |
|
|
2022
Q2 | $1.49M | Sell |
16,368
-951
| -5% | -$86.7K | 0.11% | 197 |
|
|
2022
Q1 | $2.2M | Buy |
17,319
+4,936
| +40% | +$627K | 0.15% | 151 |
|
|
2021
Q4 | $1.6M | Buy |
12,383
+1,695
| +16% | +$219K | 0.11% | 193 |
|
|
2021
Q3 | $1.24M | Buy |
10,688
+2,037
| +24% | +$237K | 0.09% | 240 |
|
|
2021
Q2 | $840K | Buy |
8,651
+547
| +7% | +$53.1K | 0.07% | 305 |
|
|
2021
Q1 | $604K | Sell |
8,104
-1,277
| -14% | -$95.2K | 0.06% | 336 |
|
|
2020
Q4 | $608K | Buy |
9,381
+1,312
| +16% | +$85K | 0.06% | 326 |
|
|
2020
Q3 | $421K | Buy |
8,069
+20
| +0.2% | +$1.04K | 0.05% | 347 |
|
|
2020
Q2 | $456K | Sell |
8,049
-415
| -5% | -$23.5K | 0.06% | 294 |
|
|
2020
Q1 | $386K | Sell |
8,464
-948
| -10% | -$43.2K | 0.07% | 283 |
|
|
2019
Q4 | $527K | Buy |
9,412
+1,019
| +12% | +$57.1K | 0.07% | 302 |
|
|
2019
Q3 | $410K | Buy |
8,393
+1,189
| +17% | +$58.1K | 0.06% | 313 |
|
|
2019
Q2 | $320K | Sell |
7,204
-415
| -5% | -$18.4K | 0.05% | 346 |
|
|
2019
Q1 | $266K | Buy |
7,619
+581
| +8% | +$20.3K | 0.05% | 321 |
|
|
2018
Q4 | $232K | Buy |
+7,038
| New | +$232K | 0.05% | 326 |
|