Gradient Investments’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
78,891
+2,310
| +3% | +$346K | 0.22% | 139 |
|
|
2025
Q1 | $10.7M | Buy |
76,581
+3,440
| +5% | +$481K | 0.22% | 135 |
|
|
2024
Q4 | $12.6M | Sell |
73,141
-27,032
| -27% | -$4.66M | 0.26% | 119 |
|
|
2024
Q3 | $15.3M | Sell |
100,173
-26,470
| -21% | -$4.05M | 0.32% | 91 |
|
|
2024
Q2 | $15.7M | Sell |
126,643
-3,652
| -3% | -$452K | 0.35% | 96 |
|
|
2024
Q1 | $17.1M | Sell |
130,295
-11,399
| -8% | -$1.5M | 0.4% | 79 |
|
|
2023
Q4 | $18.6M | Sell |
141,694
-139,368
| -50% | -$18.2M | 0.45% | 64 |
|
|
2023
Q3 | $30.1M | Sell |
281,062
-1,394
| -0.5% | -$149K | 0.79% | 33 |
|
|
2023
Q2 | $26.3M | Buy |
282,456
+14,389
| +5% | +$1.34M | 0.68% | 46 |
|
|
2023
Q1 | $23.5M | Buy |
268,067
+22,325
| +9% | +$1.96M | 0.64% | 39 |
|
|
2022
Q4 | $18.2M | Buy |
245,742
+36,166
| +17% | +$2.68M | 0.57% | 43 |
|
|
2022
Q3 | $17.5M | Buy |
209,576
+87,587
| +72% | +$7.33M | 0.54% | 39 |
|
|
2022
Q2 | $11.1M | Buy |
121,989
+13,086
| +12% | +$1.19M | 0.32% | 93 |
|
|
2022
Q1 | $13.8M | Buy |
108,903
+108,465
| +24,764% | +$13.8M | 0.36% | 76 |
|
|
2021
Q4 | $57K | Sell |
438
-99,323
| -100% | -$12.9M | ﹤0.01% | 455 |
|
|
2021
Q3 | $11.6M | Sell |
99,761
-28,746
| -22% | -$3.34M | 0.33% | 93 |
|
|
2021
Q2 | $12.5M | Sell |
128,507
-31,257
| -20% | -$3.04M | 0.37% | 56 |
|
|
2021
Q1 | $11.9M | Sell |
159,764
-20,602
| -11% | -$1.54M | 0.39% | 47 |
|
|
2020
Q4 | $9.42M | Sell |
180,366
-2,621
| -1% | -$137K | 0.4% | 71 |
|
|
2020
Q3 | $9.55M | Buy |
+182,987
| New | +$9.55M | 0.4% | 71 |
|
|
2020
Q2 | – | Sell |
-27
| Closed | -$1K | – | 1058 |
|
|
2020
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 969 |
|
|
2019
Q1 | – | Sell |
-670
| Closed | -$20K | – | 881 |
|
|
2018
Q4 | $20K | Hold |
670
| – | – | ﹤0.01% | 450 |
|
|
2018
Q3 | $26K | Hold |
670
| – | – | ﹤0.01% | 446 |
|
|
2018
Q2 | $22K | Hold |
670
| – | – | ﹤0.01% | 462 |
|
|
2018
Q1 | $21K | Hold |
670
| – | – | ﹤0.01% | 464 |
|
|
2017
Q4 | $21K | Buy |
+670
| New | +$21K | ﹤0.01% | 461 |
|
|
2016
Q3 | – | Sell |
-1
| Closed | – | – | 714 |
|
|
2016
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 717 |
|