Gradient Capital 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 | $656K | Hold |
4,383
| – | – | 0.19% | 85 |
|
|
2025
Q1 | $613K | Hold |
4,383
| – | – | 0.2% | 83 |
|
|
2024
Q4 | $756K | Sell |
4,383
-104
| -2% | -$17.9K | 0.24% | 76 |
|
|
2024
Q3 | $687K | Hold |
4,487
| – | – | 0.23% | 77 |
|
|
2024
Q2 | $555K | Hold |
4,487
| – | – | 0.2% | 85 |
|
|
2024
Q1 | $589K | Hold |
4,487
| – | – | 0.22% | 83 |
|
|
2023
Q4 | $587K | Hold |
4,487
| – | – | 0.22% | 82 |
|
|
2023
Q3 | $481K | Hold |
4,487
| – | – | 0.2% | 85 |
|
|
2023
Q2 | $417K | Hold |
4,487
| – | – | 0.17% | 93 |
|
|
2023
Q1 | $394K | Hold |
4,487
| – | – | 0.17% | 95 |
|
|
2022
Q4 | $333K | Hold |
4,487
| – | – | 0.15% | 98 |
|
|
2022
Q3 | $376K | Buy |
+4,487
| New | +$376K | 0.18% | 90 |
|