HCR Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $1.12M | Buy |
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2025
Q2 | $887K | Buy |
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2025
Q1 | $619K | Buy |
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2024
Q4 | $515K | Buy |
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2024
Q3 | $453K | Sell |
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2024
Q2 | $545K | Buy |
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2024
Q1 | $515K | Buy |
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2023
Q4 | $234K | Buy |
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2022
Q2 | – | Sell |
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2022
Q1 | $372K | Sell |
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2021
Q4 | $421K | Buy |
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2021
Q3 | $377K | Buy |
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2021
Q2 | $314K | Buy |
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2021
Q1 | $240K | Buy |
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