IFP Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $995K | Buy |
8,653
+3,154
| +57% | +$410K | 0.02% | 693 |
|
|
2025
Q4 | $848K | Buy |
5,499
+99
| +2% | +$15K | 0.02% | 718 |
|
|
2025
Q3 | $923K | Sell |
5,400
-1,828
| -25% | -$313K | 0.02% | 631 |
|
|
2025
Q2 | $1.11M | Buy |
7,228
+1,564
| +28% | +$215K | 0.03% | 550 |
|
|
2025
Q1 | $792K | Sell |
5,664
-1,517
| -21% | -$246K | 0.02% | 613 |
|
|
2024
Q4 | $1.24M | Buy |
7,181
+4,708
| +190% | +$820K | 0.04% | 472 |
|
|
2024
Q3 | $379K | Sell |
2,473
-50
| -2% | -$6.94K | 0.01% | 800 |
|
|
2024
Q2 | $312K | Sell |
2,523
-310
| -11% | -$38.1K | 0.01% | 825 |
|
|
2024
Q1 | $372K | Sell |
2,833
-274
| -9% | -$34.2K | 0.02% | 713 |
|
|
2023
Q4 | $407K | Sell |
3,107
-45,149
| -94% | -$4.88M | 0.02% | 648 |
|
|
2023
Q3 | $5.17M | Sell |
48,256
-1,116
| -2% | -$116K | 0.23% | 92 |
|
|
2023
Q2 | $4.59M | Sell |
49,372
-540
| -1% | -$46.6K | 0.19% | 107 |
|
|
2023
Q1 | $2.32M | Sell |
49,912
-18,074
| -27% | -$1.6M | 0.1% | 203 |
|
|
2022
Q4 | $3.21M | Sell |
67,986
-7,405
| -10% | -$639K | 0.09% | 243 |
|
|
2022
Q3 | $3.54M | Buy |
75,391
+2,751
| +4% | +$266K | 0.09% | 235 |
|
|
2022
Q2 | $3.41M | Hold |
72,640
| – | – | 0.11% | 215 |
|
|
2022
Q1 | $3.41M | Buy |
72,640
+13,446
| +23% | +$1.64M | 0.11% | 215 |
|
|
2021
Q4 | $7.66M | Sell |
59,194
-31,882
| -35% | -$4.25M | 0.15% | 79 |
|
|
2021
Q3 | $10.6M | Buy |
91,076
+38,569
| +73% | +$4.48M | 0.22% | 55 |
|
|
2021
Q2 | $5.1M | Buy |
52,507
+253
| +0.5% | +$22.5K | 0.11% | 108 |
|
|
2021
Q1 | $3.89M | Sell |
52,254
-902
| -2% | -$62.3K | 0.08% | 128 |
|
|
2020
Q4 | $3.43M | Buy |
53,156
+3,753
| +8% | +$219K | 0.14% | 121 |
|
|
2020
Q3 | $2.58M | Sell |
49,403
-1,254
| -2% | -$67.1K | 0.15% | 135 |
|
|
2020
Q2 | $2.83M | Buy |
50,657
+1,659
| +3% | +$87.3K | 0.22% | 94 |
|
|
2020
Q1 | $2.35M | Sell |
48,998
-2,577
| -5% | -$143K | 0.24% | 95 |
|
|
2019
Q4 | $2.9M | Sell |
51,575
-2,001
| -4% | -$104K | 0.22% | 107 |
|
|
2019
Q3 | $2.69M | Buy |
+53,576
| New | +$2.61M | 0.18% | 126 |
|
|
2019
Q1 | $2.7M | Sell |
77,754
-84,897
| -52% | -$2.83M | 0.37% | 55 |
|
|
2018
Q4 | $4.89M | Sell |
162,651
-6,784
| -4% | -$224K | 0.3% | 74 |
|
|
2018
Q3 | $6.45M | Sell |
169,435
-4,352
| -3% | -$157K | 0.26% | 77 |
|
|
2018
Q2 | $5.59M | Buy |
173,787
+1,335
| +0.8% | +$42.5K | 0.24% | 98 |
|
|
2018
Q1 | $5.52M | Buy |
172,452
+6,000
| +4% | +$205K | 0.25% | 85 |
|
|
2017
Q4 | $5.33M | Sell |
166,452
-13,454
| -7% | -$438K | 0.24% | 89 |
|
|
2017
Q3 | $6M | Sell |
179,906
-3,425
| -2% | -$113K | 0.24% | 86 |
|
|
2017
Q2 | $6.11M | Sell |
183,331
-434
| -0.2% | -$13.6K | 0.26% | 82 |
|
|
2017
Q1 | $5.46M | Buy |
183,765
+24,364
| +15% | +$733K | 0.24% | 91 |
|
|
2016
Q4 | $4.31M | Buy |
159,401
+22,609
| +17% | +$587K | 0.21% | 107 |
|
|
2016
Q3 | $3.49M | Buy |
136,792
+16,349
| +14% | +$431K | 0.19% | 119 |
|
|
2016
Q2 | $2.96M | Buy |
120,443
+42,689
| +55% | +$1.14M | 0.17% | 126 |
|
|
2016
Q1 | $2.7M | Sell |
77,754
-75,007
| -49% | -$1.98M | 0.37% | 55 |
|
|
2015
Q4 | $4.47M | Buy |
+152,761
| New | +$4.87M | 0.3% | 73 |
|
Other funds holding BX
VCM
VPM
