FIA
Foundations Investment Advisors’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
86,341
+22,461
| +35% | +$3.36M | 0.2% | 115 |
|
|
2025
Q1 | $8.93M | Buy |
63,880
+14,214
| +29% | +$1.99M | 0.16% | 134 |
|
|
2024
Q4 | $8.56M | Buy |
49,666
+7,446
| +18% | +$1.28M | 0.17% | 125 |
|
|
2024
Q3 | $6.47M | Buy |
42,220
+4,936
| +13% | +$756K | 0.14% | 135 |
|
|
2024
Q2 | $4.62M | Buy |
37,284
+3,483
| +10% | +$431K | 0.11% | 146 |
|
|
2024
Q1 | $4.44M | Sell |
33,801
-967
| -3% | -$127K | 0.12% | 148 |
|
|
2023
Q4 | $4.32M | Sell |
34,768
-8,643
| -20% | -$1.07M | 0.12% | 137 |
|
|
2023
Q3 | $4.65M | Sell |
43,411
-1,893
| -4% | -$203K | 0.14% | 118 |
|
|
2023
Q2 | $4.21M | Buy |
45,304
+6,763
| +18% | +$629K | 0.14% | 104 |
|
|
2023
Q1 | $3.39M | Buy |
38,541
+8,518
| +28% | +$748K | 0.12% | 112 |
|
|
2022
Q4 | $2.23M | Buy |
30,023
+19,642
| +189% | +$1.46M | 0.09% | 119 |
|
|
2022
Q3 | $869K | Buy |
10,381
+2,525
| +32% | +$211K | 0.04% | 185 |
|
|
2022
Q2 | $738K | Buy |
+7,856
| New | +$738K | 0.03% | 177 |
|
|
2021
Q3 | – | Sell |
-5,184
| Closed | -$517K | – | 316 |
|
|
2021
Q2 | $517K | Buy |
5,184
+847
| +20% | +$84.5K | 0.02% | 165 |
|
|
2021
Q1 | $326K | Buy |
+4,337
| New | +$326K | 0.02% | 170 |
|