Evermay 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 | $346K | Hold |
2,314
| – | – | 0.04% | 152 |
|
|
2025
Q1 | $323K | Hold |
2,314
| – | – | 0.04% | 154 |
|
|
2024
Q4 | $399K | Hold |
2,314
| – | – | 0.06% | 138 |
|
|
2024
Q3 | $354K | Sell |
2,314
-40
| -2% | -$6.13K | 0.06% | 146 |
|
|
2024
Q2 | $291K | Sell |
2,354
-296
| -11% | -$36.6K | 0.05% | 166 |
|
|
2024
Q1 | $348K | Buy |
2,650
+18
| +0.7% | +$2.37K | 0.05% | 160 |
|
|
2023
Q4 | $345K | Sell |
2,632
-3
| -0.1% | -$393 | 0.06% | 134 |
|
|
2023
Q3 | $282K | Buy |
2,635
+50
| +2% | +$5.36K | 0.06% | 133 |
|
|
2023
Q2 | $240K | Hold |
2,585
| – | – | 0.05% | 158 |
|
|
2023
Q1 | $227K | Buy |
2,585
+75
| +3% | +$6.59K | 0.05% | 160 |
|
|
2022
Q4 | $186K | Sell |
2,510
-55
| -2% | -$4.08K | 0.04% | 173 |
|
|
2022
Q3 | $215K | Buy |
2,565
+345
| +16% | +$28.9K | 0.04% | 155 |
|
|
2022
Q2 | $203K | Buy |
2,220
+220
| +11% | +$20.1K | 0.04% | 157 |
|
|
2022
Q1 | $254K | Hold |
2,000
| – | – | 0.04% | 165 |
|
|
2021
Q4 | $259K | Hold |
2,000
| – | – | 0.05% | 151 |
|
|
2021
Q3 | $233K | Sell |
2,000
-44
| -2% | -$5.13K | 0.05% | 149 |
|
|
2021
Q2 | $199K | Buy |
+2,044
| New | +$199K | 0.04% | 174 |
|