Global Wealth Management Investment Advisory’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
8,964
+750
| +9% | +$112K | 0.25% | 87 |
|
|
2025
Q1 | $1.15M | Buy |
8,214
+697
| +9% | +$97.4K | 0.23% | 90 |
|
|
2024
Q4 | $1.3M | Buy |
7,517
+1,267
| +20% | +$218K | 0.27% | 88 |
|
|
2024
Q3 | $957K | Buy |
6,250
+126
| +2% | +$19.3K | 0.21% | 97 |
|
|
2024
Q2 | $758K | Buy |
6,124
+48
| +0.8% | +$5.94K | 0.18% | 96 |
|
|
2024
Q1 | $798K | Sell |
6,076
-14
| -0.2% | -$1.84K | 0.2% | 95 |
|
|
2023
Q4 | $797K | Sell |
6,090
-236
| -4% | -$30.9K | 0.2% | 96 |
|
|
2023
Q3 | $678K | Buy |
6,326
+255
| +4% | +$27.3K | 0.19% | 100 |
|
|
2023
Q2 | $564K | Buy |
6,071
+418
| +7% | +$38.9K | 0.16% | 107 |
|
|
2023
Q1 | $497K | Buy |
5,653
+404
| +8% | +$35.5K | 0.15% | 103 |
|
|
2022
Q4 | $389K | Buy |
5,249
+1,547
| +42% | +$115K | 0.13% | 110 |
|
|
2022
Q3 | $310K | Buy |
3,702
+385
| +12% | +$32.2K | 0.11% | 118 |
|
|
2022
Q2 | $303K | Buy |
3,317
+342
| +11% | +$31.2K | 0.1% | 123 |
|
|
2022
Q1 | $378K | Buy |
2,975
+323
| +12% | +$41K | 0.11% | 110 |
|
|
2021
Q4 | $343K | Buy |
2,652
+234
| +10% | +$30.3K | 0.1% | 117 |
|
|
2021
Q3 | $281K | Buy |
2,418
+236
| +11% | +$27.4K | 0.09% | 117 |
|
|
2021
Q2 | $212K | Buy |
2,182
+77
| +4% | +$7.48K | 0.07% | 125 |
|
|
2021
Q1 | $157K | Buy |
2,105
+156
| +8% | +$11.6K | 0.06% | 128 |
|
|
2020
Q4 | $126K | Buy |
1,949
+124
| +7% | +$8.02K | 0.05% | 130 |
|
|
2020
Q3 | $95K | Sell |
1,825
-364
| -17% | -$18.9K | 0.04% | 134 |
|
|
2020
Q2 | $124K | Buy |
2,189
+272
| +14% | +$15.4K | 0.05% | 136 |
|
|
2020
Q1 | $87K | Buy |
1,917
+944
| +97% | +$42.8K | 0.04% | 143 |
|
|
2019
Q4 | $54K | Buy |
973
+573
| +143% | +$31.8K | 0.02% | 174 |
|
|
2019
Q3 | $20K | Buy |
400
+200
| +100% | +$10K | 0.01% | 248 |
|
|
2019
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 378 |
|
|
2019
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 417 |
|