IAM Advisory’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
$939K Buy
2025
Q2
$818K Buy
2025
Q1
$739K Sell
2024
Q4
$914K Buy
2024
Q3
$810K Buy
2024
Q2
$644K Sell
2024
Q1
$850K Buy
2023
Q4
$825K Sell
2023
Q3
$767K Buy
2023
Q2
$614K Buy
2023
Q1
$569K Sell
2022
Q4
$521K Buy
2022
Q3
$584K Buy
2022
Q2
$622K Buy
2022
Q1
$849K Buy