Icon 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 | $305K | Buy |
2,041
+822
| +67% | +$123K | 0.02% | 309 |
|
|
2025
Q1 | $170K | Buy |
1,219
+179
| +17% | +$25K | 0.01% | 389 |
|
|
2024
Q4 | $179K | Sell |
1,040
-220
| -17% | -$37.9K | 0.01% | 392 |
|
|
2024
Q3 | $193K | Buy |
1,260
+431
| +52% | +$66K | 0.02% | 363 |
|
|
2024
Q2 | $118K | Sell |
829
-434
| -34% | -$61.7K | 0.01% | 406 |
|
|
2024
Q1 | $166K | Sell |
1,263
-775
| -38% | -$102K | 0.02% | 370 |
|
|
2023
Q4 | $267K | Buy |
+2,038
| New | +$267K | 0.03% | 280 |
|