IAM Advisory’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $818K | Buy |
5,468
+182
| +3% | +$27.2K | 0.2% | 61 |
|
|
2025
Q1 | $739K | Sell |
5,286
-18
| -0.3% | -$2.52K | 0.19% | 66 |
|
|
2024
Q4 | $914K | Buy |
5,304
+17
| +0.3% | +$2.93K | 0.23% | 60 |
|
|
2024
Q3 | $810K | Buy |
5,287
+85
| +2% | +$13K | 0.2% | 64 |
|
|
2024
Q2 | $644K | Sell |
5,202
-1,265
| -20% | -$157K | 0.17% | 65 |
|
|
2024
Q1 | $850K | Buy |
6,467
+168
| +3% | +$22.1K | 0.23% | 58 |
|
|
2023
Q4 | $825K | Sell |
6,299
-864
| -12% | -$113K | 0.26% | 53 |
|
|
2023
Q3 | $767K | Buy |
7,163
+556
| +8% | +$59.6K | 0.27% | 53 |
|
|
2023
Q2 | $614K | Buy |
6,607
+129
| +2% | +$12K | 0.21% | 58 |
|
|
2023
Q1 | $569K | Sell |
6,478
-540
| -8% | -$47.4K | 0.2% | 62 |
|
|
2022
Q4 | $521K | Buy |
7,018
+42
| +0.6% | +$3.12K | 0.19% | 60 |
|
|
2022
Q3 | $584K | Buy |
6,976
+156
| +2% | +$13.1K | 0.25% | 56 |
|
|
2022
Q2 | $622K | Buy |
6,820
+129
| +2% | +$11.8K | 0.26% | 52 |
|
|
2022
Q1 | $849K | Buy |
+6,691
| New | +$849K | 0.34% | 45 |
|