Everett Harris & Co’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Buy
1,935
+9
+0.5% +$1.35K ﹤0.01% 276
2025
Q1
$269K Sell
1,926
-7
-0.4% -$978 ﹤0.01% 278
2024
Q4
$333K Sell
1,933
-16
-0.8% -$2.76K ﹤0.01% 234
2024
Q3
$298K Sell
1,949
-10
-0.5% -$1.53K ﹤0.01% 235
2024
Q2
$243K Buy
+1,959
New +$243K ﹤0.01% 250