Glass Jacobson Investment Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Sell |
2,981
-277
| -9% | -$41.4K | 0.17% | 123 |
|
|
2025
Q1 | $562K | Hold |
3,258
| – | – | 0.18% | 132 |
|
|
2024
Q4 | $562K | Sell |
3,258
-149
| -4% | -$25.7K | 0.18% | 132 |
|
|
2024
Q3 | $522K | Buy |
3,407
+14
| +0.4% | +$2.14K | 0.17% | 133 |
|
|
2024
Q2 | $420K | Buy |
3,393
+14
| +0.4% | +$1.73K | 0.15% | 149 |
|
|
2024
Q1 | $444K | Sell |
3,379
-274
| -8% | -$36K | 0.17% | 137 |
|
|
2023
Q4 | $478K | Sell |
3,653
-153
| -4% | -$20K | 0.2% | 126 |
|
|
2023
Q3 | $408K | Sell |
3,806
-186
| -5% | -$19.9K | 0.19% | 133 |
|
|
2023
Q2 | $371K | Buy |
+3,992
| New | +$371K | 0.17% | 147 |
|
|
2022
Q4 | $317K | Buy |
+4,271
| New | +$317K | 0.16% | 161 |
|