IHT Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.42M | Sell |
9,504
-598
| -6% | -$89.4K | 0.04% | 397 |
|
2025
Q1 | $1.41M | Buy |
10,102
+440
| +5% | +$61.5K | 0.04% | 368 |
|
2024
Q4 | $1.67M | Sell |
9,662
-4,506
| -32% | -$777K | 0.05% | 313 |
|
2024
Q3 | $2.16M | Buy |
14,168
+5,125
| +57% | +$782K | 0.06% | 298 |
|
2024
Q2 | $1.12M | Sell |
9,043
-901
| -9% | -$112K | 0.04% | 390 |
|
2024
Q1 | $1.31M | Buy |
9,944
+4,356
| +78% | +$572K | 0.05% | 352 |
|
2023
Q4 | $732K | Sell |
5,588
-1,311
| -19% | -$172K | 0.03% | 482 |
|
2023
Q3 | $739K | Sell |
6,899
-2,261
| -25% | -$242K | 0.04% | 429 |
|
2023
Q2 | $852K | Sell |
9,160
-3,908
| -30% | -$363K | 0.04% | 378 |
|
2023
Q1 | $1.15M | Buy |
13,068
+740
| +6% | +$65K | 0.07% | 277 |
|
2022
Q4 | $915K | Sell |
12,328
-576
| -4% | -$42.7K | 0.06% | 318 |
|
2022
Q3 | $1.08M | Buy |
12,904
+6,219
| +93% | +$520K | 0.08% | 266 |
|
2022
Q2 | $610K | Buy |
6,685
+626
| +10% | +$57.1K | 0.05% | 339 |
|
2022
Q1 | $769K | Buy |
6,059
+1,374
| +29% | +$174K | 0.06% | 310 |
|
2021
Q4 | $606K | Sell |
4,685
-2,117
| -31% | -$274K | 0.04% | 382 |
|
2021
Q3 | $791K | Sell |
6,802
-6,180
| -48% | -$719K | 0.06% | 301 |
|
2021
Q2 | $1.26M | Buy |
12,982
+1,222
| +10% | +$119K | 0.08% | 270 |
|
2021
Q1 | $876K | Sell |
11,760
-440
| -4% | -$32.8K | 0.06% | 297 |
|
2020
Q4 | $791K | Buy |
12,200
+409
| +3% | +$26.5K | 0.07% | 286 |
|
2020
Q3 | $616K | Buy |
11,791
+7,556
| +178% | +$395K | 0.06% | 293 |
|
2020
Q2 | $240K | Sell |
4,235
-18,167
| -81% | -$1.03M | 0.03% | 467 |
|
2020
Q1 | $1.02M | Buy |
22,402
+249
| +1% | +$11.3K | 0.15% | 158 |
|
2019
Q4 | $1.24M | Sell |
22,153
-519
| -2% | -$29K | 0.15% | 157 |
|
2019
Q3 | $1.11M | Sell |
22,672
-96
| -0.4% | -$4.71K | 0.15% | 154 |
|
2019
Q2 | $1.02M | Buy |
22,768
+13,923
| +157% | +$621K | 0.15% | 152 |
|
2019
Q1 | $309K | Buy |
+8,845
| New | +$309K | 0.05% | 355 |
|
2018
Q4 | – | Sell |
-13,311
| Closed | -$507K | – | 480 |
|
2018
Q3 | $507K | Sell |
13,311
-1,925
| -13% | -$73.3K | 0.11% | 227 |
|
2018
Q2 | $490K | Sell |
15,236
-421
| -3% | -$13.5K | 0.13% | 206 |
|
2018
Q1 | $493K | Sell |
15,657
-1
| -0% | -$31 | 0.13% | 185 |
|
2017
Q4 | $521K | Buy |
15,658
+1,409
| +10% | +$46.9K | 0.14% | 186 |
|
2017
Q3 | $474K | Sell |
14,249
-2,706
| -16% | -$90K | 0.2% | 123 |
|
2017
Q2 | $13 | Buy |
16,955
+1,711
| +11% | +$1 | 0.01% | 884 |
|
2017
Q1 | $449K | Buy |
+15,244
| New | +$449K | 0.3% | 80 |
|