Forum Financial 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 | $1.07M | Buy |
7,175
+181
| +3% | +$27.1K | 0.02% | 206 |
|
|
2025
Q1 | $978K | Sell |
6,994
-1,173
| -14% | -$164K | 0.02% | 214 |
|
|
2024
Q4 | $1.41M | Sell |
8,167
-36
| -0.4% | -$6.21K | 0.02% | 162 |
|
|
2024
Q3 | $1.26M | Sell |
8,203
-87
| -1% | -$13.3K | 0.02% | 155 |
|
|
2024
Q2 | $1.03M | Buy |
8,290
+107
| +1% | +$13.2K | 0.02% | 174 |
|
|
2024
Q1 | $1.08M | Buy |
8,183
+173
| +2% | +$22.7K | 0.02% | 179 |
|
|
2023
Q4 | $1.05M | Sell |
8,010
-352
| -4% | -$46.1K | 0.02% | 160 |
|
|
2023
Q3 | $896K | Buy |
8,362
+41
| +0.5% | +$4.39K | 0.02% | 174 |
|
|
2023
Q2 | $774K | Buy |
8,321
+2,200
| +36% | +$205K | 0.02% | 196 |
|
|
2023
Q1 | $538K | Sell |
6,121
-598
| -9% | -$52.5K | 0.02% | 245 |
|
|
2022
Q4 | $499K | Sell |
6,719
-42
| -0.6% | -$3.12K | 0.02% | 256 |
|
|
2022
Q3 | $566K | Buy |
6,761
+9
| +0.1% | +$753 | 0.03% | 199 |
|
|
2022
Q2 | $616K | Buy |
6,752
+944
| +16% | +$86.1K | 0.03% | 195 |
|
|
2022
Q1 | $737K | Sell |
5,808
-552
| -9% | -$70K | 0.04% | 173 |
|
|
2021
Q4 | $823K | Buy |
+6,360
| New | +$823K | 0.04% | 152 |
|