Empirical Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
7,543
+290
| +4% | +$43.4K | 0.03% | 295 |
|
|
2025
Q1 | $1.01M | Sell |
7,253
-975
| -12% | -$136K | 0.03% | 298 |
|
|
2024
Q4 | $1.42M | Buy |
8,228
+505
| +7% | +$87.1K | 0.04% | 235 |
|
|
2024
Q3 | $1.18M | Sell |
7,723
-236
| -3% | -$36.1K | 0.03% | 250 |
|
|
2024
Q2 | $985K | Buy |
7,959
+386
| +5% | +$47.8K | 0.03% | 263 |
|
|
2024
Q1 | $995K | Sell |
7,573
-390
| -5% | -$51.2K | 0.03% | 257 |
|
|
2023
Q4 | $1.04M | Buy |
7,963
+173
| +2% | +$22.6K | 0.03% | 237 |
|
|
2023
Q3 | $835K | Buy |
7,790
+1,028
| +15% | +$110K | 0.03% | 241 |
|
|
2023
Q2 | $629K | Buy |
6,762
+2,056
| +44% | +$191K | 0.03% | 274 |
|
|
2023
Q1 | $413K | Buy |
4,706
+170
| +4% | +$14.9K | 0.02% | 351 |
|
|
2022
Q4 | $337K | Buy |
4,536
+829
| +22% | +$61.5K | 0.02% | 365 |
|
|
2022
Q3 | $310K | Hold |
3,707
| – | – | 0.02% | 368 |
|
|
2022
Q2 | $338K | Sell |
3,707
-900
| -20% | -$82.1K | 0.02% | 361 |
|
|
2022
Q1 | $585K | Buy |
4,607
+124
| +3% | +$15.7K | 0.03% | 298 |
|
|
2021
Q4 | $580K | Buy |
4,483
+161
| +4% | +$20.8K | 0.03% | 317 |
|
|
2021
Q3 | $503K | Buy |
4,322
+1,000
| +30% | +$116K | 0.03% | 297 |
|
|
2021
Q2 | $323K | Buy |
3,322
+1
| +0% | +$97 | 0.02% | 358 |
|
|
2021
Q1 | $247K | Sell |
3,321
-10,115
| -75% | -$752K | 0.02% | 346 |
|
|
2020
Q4 | $871K | Buy |
+13,436
| New | +$871K | 0.07% | 168 |
|