Eagle Ridge Investment Management’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$373K Sell
2,164
-93
-4% -$16K 0.03% 109
2024
Q3
$346K Buy
2,257
+357
+19% +$54.7K 0.03% 115
2024
Q2
$235K Hold
1,900
0.02% 131
2024
Q1
$250K Hold
1,900
0.02% 136
2023
Q4
$249K Buy
+1,900
New +$249K 0.02% 132
2020
Q1
Sell
-4,174
Closed -$233K 130
2019
Q4
$233K Hold
4,174
0.03% 146
2019
Q3
$204K Buy
+4,174
New +$204K 0.03% 148
2018
Q2
Sell
-7,013
Closed -$224K 173
2018
Q1
$224K Buy
+7,013
New +$224K 0.03% 164