Evermay Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $395K | Hold |
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|
2025
Q2 | $346K | Hold |
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|
2025
Q1 | $323K | Hold |
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|
2024
Q4 | $399K | Hold |
|
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|
2024
Q3 | $354K | Sell |
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|
2024
Q2 | $291K | Sell |
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|
2024
Q1 | $348K | Buy |
|
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|
2023
Q4 | $345K | Sell |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $240K | Hold |
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|
2023
Q1 | $227K | Buy |
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|
2022
Q4 | $186K | Sell |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q2 | $203K | Buy |
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|
2022
Q1 | $254K | Hold |
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|
2021
Q4 | $259K | Hold |
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|
2021
Q3 | $233K | Sell |
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|
2021
Q2 | $199K | Buy |
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