Heritage 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
Q2 | $635K | Sell |
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|
2025
Q1 | $641K | Sell |
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|
2024
Q4 | $809K | Sell |
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|
2024
Q3 | $777K | Sell |
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|
2024
Q2 | $671K | Hold |
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|
2024
Q1 | $712K | Hold |
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|
2023
Q4 | $710K | Sell |
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|
2023
Q3 | $622K | Sell |
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|
2023
Q2 | $549K | Hold |
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|
2023
Q1 | $519K | Sell |
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|
2022
Q4 | $446K | Buy |
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|
2022
Q3 | $494K | Sell |
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|
2022
Q2 | $548K | Hold |
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|
2022
Q1 | $762K | Hold |
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|
2021
Q4 | $777K | Hold |
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|
2021
Q3 | $699K | Sell |
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|
2021
Q2 | $603K | Hold |
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|
2021
Q1 | $462K | Hold |
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|
2020
Q4 | $402K | Hold |
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|
2020
Q3 | $324K | Hold |
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|
2020
Q2 | $352K | Hold |
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|
2020
Q1 | $283K | Sell |
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|
2019
Q4 | $410K | Buy |
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|
2019
Q3 | $59K | Buy |
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|
2019
Q2 | $17.8K | Hold |
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|
2019
Q1 | $14K | Hold |
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|
2018
Q4 | $11K | Hold |
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|
2018
Q3 | $15K | Buy |
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