Heirloom Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
8,523
+8
| +0.1% | +$1.2K | 0.34% | 25 |
|
|
2025
Q1 | $1.19M | Buy |
8,515
+10
| +0.1% | +$1.4K | 0.34% | 25 |
|
|
2024
Q4 | $1.47M | Buy |
8,505
+1,341
| +19% | +$231K | 0.44% | 26 |
|
|
2024
Q3 | $1.1M | Sell |
7,164
-524
| -7% | -$80.2K | 0.34% | 23 |
|
|
2024
Q2 | $952K | Buy |
7,688
+8
| +0.1% | +$990 | 0.31% | 25 |
|
|
2024
Q1 | $1.01M | Buy |
7,680
+9
| +0.1% | +$1.18K | 0.34% | 26 |
|
|
2023
Q4 | $1M | Sell |
7,671
-263
| -3% | -$34.4K | 0.39% | 26 |
|
|
2023
Q3 | $850K | Buy |
7,934
+12
| +0.2% | +$1.29K | 0.38% | 28 |
|
|
2023
Q2 | $737K | Buy |
7,922
+513
| +7% | +$47.7K | 0.32% | 31 |
|
|
2023
Q1 | $651K | Sell |
7,409
-854
| -10% | -$75K | 0.31% | 32 |
|
|
2022
Q4 | $613K | Buy |
+8,263
| New | +$613K | 0.38% | 32 |
|