EPG 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 | $1.06M | Buy |
7,117
+260
| +4% | +$38.9K | 0.32% | 92 |
|
|
2025
Q1 | $959K | Buy |
6,857
+124
| +2% | +$17.3K | 0.27% | 110 |
|
|
2024
Q4 | $1.16M | Sell |
6,733
-205
| -3% | -$35.3K | 0.31% | 94 |
|
|
2024
Q3 | $1.06M | Buy |
+6,938
| New | +$1.06M | 0.27% | 105 |
|
|
2024
Q2 | – | Sell |
-8,640
| Closed | -$1.14M | – | 103 |
|
|
2024
Q1 | $1.14M | Buy |
8,640
+314
| +4% | +$41.2K | 0.28% | 98 |
|
|
2023
Q4 | $1.04M | Buy |
8,326
+553
| +7% | +$69.1K | 0.27% | 94 |
|
|
2023
Q3 | $833K | Buy |
7,773
+333
| +4% | +$35.7K | 0.25% | 99 |
|
|
2023
Q2 | $692K | Buy |
7,440
+224
| +3% | +$20.8K | 0.2% | 121 |
|
|
2023
Q1 | $634K | Buy |
7,216
+1,836
| +34% | +$161K | 0.2% | 118 |
|
|
2022
Q4 | $399K | Buy |
5,380
+14
| +0.3% | +$1.04K | 0.15% | 124 |
|
|
2022
Q3 | $449K | Buy |
5,366
+360
| +7% | +$30.1K | 0.18% | 113 |
|
|
2022
Q2 | $457K | Buy |
5,006
+34
| +0.7% | +$3.1K | 0.2% | 109 |
|
|
2022
Q1 | $631K | Sell |
4,972
-129
| -3% | -$16.4K | 0.22% | 94 |
|
|
2021
Q4 | $660K | Buy |
5,101
+38
| +0.8% | +$4.92K | 0.23% | 88 |
|
|
2021
Q3 | $589K | Buy |
5,063
+138
| +3% | +$16.1K | 0.24% | 91 |
|
|
2021
Q2 | $478K | Buy |
4,925
+25
| +0.5% | +$2.43K | 0.2% | 108 |
|
|
2021
Q1 | $365K | Sell |
4,900
-2,277
| -32% | -$170K | 0.18% | 120 |
|
|
2020
Q4 | $465K | Buy |
7,177
+740
| +11% | +$47.9K | 0.28% | 83 |
|
|
2020
Q3 | $336K | Sell |
6,437
-295
| -4% | -$15.4K | 0.25% | 91 |
|
|
2020
Q2 | $381K | Buy |
6,732
+137
| +2% | +$7.75K | 0.27% | 90 |
|
|
2020
Q1 | $301K | Buy |
6,595
+1,454
| +28% | +$66.4K | 0.22% | 89 |
|
|
2019
Q4 | $288K | Buy |
+5,141
| New | +$288K | 0.21% | 80 |
|