Evergreen Capital 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
$3.72M Sell
24,895
-3,917
-14% -$586K 0.11% 187
2025
Q1
$4.03M Buy
28,812
+1,044
+4% +$146K 0.14% 173
2024
Q4
$4.79M Sell
27,768
-973
-3% -$168K 0.16% 155
2024
Q3
$4.4M Buy
28,741
+4,805
+20% +$736K 0.15% 164
2024
Q2
$2.96M Buy
23,936
+433
+2% +$53.6K 0.11% 196
2024
Q1
$3.09M Buy
23,503
+11
+0% +$1.45K 0.12% 191
2023
Q4
$3.08M Buy
23,492
+16,291
+226% +$2.13M 0.13% 187
2023
Q3
$772K Buy
7,201
+441
+7% +$47.3K 0.03% 318
2023
Q2
$629K Buy
6,760
+2,273
+51% +$211K 0.03% 352
2023
Q1
$394K Sell
4,487
-15,124
-77% -$1.33M 0.02% 427
2022
Q4
$1.45M Sell
19,611
-158
-0.8% -$11.7K 0.07% 244
2022
Q3
$1.66M Sell
19,769
-107
-0.5% -$8.96K 0.09% 217
2022
Q2
$1.81M Sell
19,876
-9,237
-32% -$843K 0.09% 204
2022
Q1
$3.7M Buy
29,113
+24,274
+502% +$3.08M 0.15% 171
2021
Q4
$626K Sell
4,839
-579
-11% -$74.9K 0.03% 342
2021
Q3
$630K Buy
5,418
+179
+3% +$20.8K 0.03% 328
2021
Q2
$509K Sell
5,239
-219
-4% -$21.3K 0.02% 338
2021
Q1
$407K Sell
5,458
-95
-2% -$7.08K 0.02% 343
2020
Q4
$360K Buy
5,553
+30
+0.5% +$1.95K 0.02% 320
2020
Q3
$288K Buy
5,523
+23
+0.4% +$1.2K 0.02% 332
2020
Q2
$312K Buy
5,500
+23
+0.4% +$1.31K 0.02% 303
2020
Q1
$250K Buy
5,477
+30
+0.6% +$1.37K 0.02% 301
2019
Q4
$305K Buy
5,447
+29
+0.5% +$1.62K 0.03% 345
2019
Q3
$265K Buy
+5,418
New +$265K 0.02% 326