HWA
HCR Wealth Advisors’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $887K | Buy |
5,931
+1,502
| +34% | +$225K | 0.1% | 110 |
|
|
2025
Q1 | $619K | Buy |
4,429
+1,443
| +48% | +$202K | 0.08% | 126 |
|
|
2024
Q4 | $515K | Buy |
2,986
+25
| +0.8% | +$4.31K | 0.06% | 138 |
|
|
2024
Q3 | $453K | Sell |
2,961
-1,438
| -33% | -$220K | 0.06% | 145 |
|
|
2024
Q2 | $545K | Buy |
4,399
+477
| +12% | +$59.1K | 0.08% | 123 |
|
|
2024
Q1 | $515K | Buy |
3,922
+2,135
| +119% | +$281K | 0.08% | 128 |
|
|
2023
Q4 | $234K | Buy |
+1,787
| New | +$234K | 0.04% | 180 |
|
|
2022
Q2 | – | Sell |
-2,929
| Closed | -$372K | – | 183 |
|
|
2022
Q1 | $372K | Sell |
2,929
-328
| -10% | -$41.7K | 0.06% | 141 |
|
|
2021
Q4 | $421K | Buy |
3,257
+14
| +0.4% | +$1.81K | 0.07% | 146 |
|
|
2021
Q3 | $377K | Buy |
3,243
+12
| +0.4% | +$1.4K | 0.06% | 157 |
|
|
2021
Q2 | $314K | Buy |
3,231
+17
| +0.5% | +$1.65K | 0.05% | 154 |
|
|
2021
Q1 | $240K | Buy |
+3,214
| New | +$240K | 0.05% | 164 |
|