HHGA
Halbert Hargrove Global Advisors’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Sell |
133
-7
| -5% | -$1.05K | ﹤0.01% | 176 |
|
|
2025
Q1 | $19.6K | Buy |
140
+7
| +5% | +$978 | ﹤0.01% | 193 |
|
|
2024
Q4 | $23K | Buy |
+133
| New | +$23K | ﹤0.01% | 173 |
|
|
2024
Q1 | – | Sell |
-2,163
| Closed | -$283K | – | 89 |
|
|
2023
Q4 | $283K | Buy |
2,163
+55
| +3% | +$7.2K | 0.02% | 73 |
|
|
2023
Q3 | $226K | Buy |
+2,108
| New | +$226K | 0.02% | 83 |
|
|
2022
Q2 | – | Sell |
-1,897
| Closed | -$241K | – | 144 |
|
|
2022
Q1 | $241K | Buy |
1,897
+246
| +15% | +$31.3K | 0.02% | 134 |
|
|
2021
Q4 | $214K | Sell |
1,651
-162
| -9% | -$21K | 0.01% | 146 |
|
|
2021
Q3 | $211K | Buy |
+1,813
| New | +$211K | 0.01% | 137 |
|