HHM Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Sell |
4,533
-52
| -1% | -$7.78K | 0.08% | 90 |
|
|
2025
Q1 | $641K | Sell |
4,585
-50
| -1% | -$6.99K | 0.09% | 85 |
|
|
2024
Q4 | $799K | Sell |
4,635
-668
| -13% | -$115K | 0.11% | 72 |
|
|
2024
Q3 | $812K | Sell |
5,303
-1,800
| -25% | -$276K | 0.12% | 68 |
|
|
2024
Q2 | $879K | Buy |
7,103
+5,800
| +445% | +$718K | 0.13% | 64 |
|
|
2024
Q1 | $171K | Hold |
1,303
| – | – | 0.03% | 162 |
|
|
2023
Q4 | $171K | Hold |
1,303
| – | – | 0.03% | 155 |
|
|
2023
Q3 | $140K | Hold |
1,303
| – | – | 0.03% | 162 |
|
|
2023
Q2 | $121K | Sell |
1,303
-23
| -2% | -$2.14K | 0.02% | 185 |
|
|
2023
Q1 | $116K | Buy |
1,326
+1,303
| +5,665% | +$114K | 0.02% | 184 |
|
|
2022
Q4 | $1.71K | Buy |
+23
| New | +$1.71K | ﹤0.01% | 619 |
|
|
2022
Q3 | – | Sell |
-1,350
| Closed | -$123K | – | 666 |
|
|
2022
Q2 | $123K | Sell |
1,350
-586
| -30% | -$53.4K | 0.03% | 175 |
|
|
2022
Q1 | $246K | Buy |
1,936
+536
| +38% | +$68.1K | 0.06% | 129 |
|
|
2021
Q4 | $181K | Hold |
1,400
| – | – | 0.04% | 147 |
|
|
2021
Q3 | $163K | Hold |
1,400
| – | – | 0.04% | 153 |
|
|
2021
Q2 | $136K | Hold |
1,400
| – | – | 0.04% | 175 |
|
|
2021
Q1 | $104K | Hold |
1,400
| – | – | 0.03% | 180 |
|
|
2020
Q4 | $91K | Hold |
1,400
| – | – | 0.03% | 184 |
|
|
2020
Q3 | $73K | Hold |
1,400
| – | – | 0.03% | 187 |
|
|
2020
Q2 | $79K | Hold |
1,400
| – | – | 0.03% | 175 |
|
|
2020
Q1 | $64K | Buy |
+1,400
| New | +$64K | 0.03% | 178 |
|