GeoWealth 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 | $147K | Sell |
980
-124
| -11% | -$18.5K | 0.01% | 727 |
|
|
2025
Q1 | $154K | Sell |
1,104
-1,101
| -50% | -$154K | 0.01% | 718 |
|
|
2024
Q4 | $380K | Sell |
2,205
-71
| -3% | -$12.2K | 0.01% | 549 |
|
|
2024
Q3 | $349K | Buy |
2,276
+2
| +0.1% | +$306 | 0.01% | 563 |
|
|
2024
Q2 | $282K | Sell |
2,274
-51
| -2% | -$6.31K | 0.01% | 600 |
|
|
2024
Q1 | $305K | Buy |
+2,325
| New | +$305K | 0.01% | 570 |
|