IAA
Independent Advisor Alliance’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.56M | Sell |
63,888
-1,438
| -2% | -$215K | 0.28% | 57 |
|
|
2025
Q1 | $9.13M | Sell |
65,326
-1,092
| -2% | -$153K | 0.3% | 56 |
|
|
2024
Q4 | $11.5M | Buy |
66,418
+3,878
| +6% | +$669K | 0.15% | 150 |
|
|
2024
Q3 | $9.58M | Sell |
62,540
-3,902
| -6% | -$598K | 0.35% | 52 |
|
|
2024
Q2 | $8.23M | Buy |
66,442
+1,582
| +2% | +$196K | 0.28% | 65 |
|
|
2024
Q1 | $8.52M | Sell |
64,860
-6,605
| -9% | -$868K | 0.31% | 63 |
|
|
2023
Q4 | $9.36M | Sell |
71,465
-376
| -0.5% | -$49.2K | 0.34% | 57 |
|
|
2023
Q3 | $7.7M | Buy |
71,841
+13,602
| +23% | +$1.46M | 0.35% | 57 |
|
|
2023
Q2 | $5.41M | Sell |
58,239
-1,445
| -2% | -$134K | 0.24% | 78 |
|
|
2023
Q1 | $5.24M | Sell |
59,684
-12,270
| -17% | -$1.08M | 0.25% | 80 |
|
|
2022
Q4 | $5.34K | Sell |
71,954
-985
| -1% | -$73 | ﹤0.01% | 190 |
|
|
2022
Q3 | $6.11M | Buy |
72,939
+4,681
| +7% | +$392K | 0.36% | 67 |
|
|
2022
Q2 | $6.23M | Buy |
68,258
+986
| +1% | +$90K | 0.35% | 69 |
|
|
2022
Q1 | $8.54M | Sell |
67,272
-2,405
| -3% | -$305K | 0.41% | 57 |
|
|
2021
Q4 | $9.02M | Sell |
69,677
-17,683
| -20% | -$2.29M | 0.44% | 58 |
|
|
2021
Q3 | $10.2M | Buy |
87,360
+32,681
| +60% | +$3.8M | 0.57% | 40 |
|
|
2021
Q2 | $5.31M | Buy |
54,679
+4,789
| +10% | +$465K | 0.29% | 89 |
|
|
2021
Q1 | $3.72M | Buy |
49,890
+559
| +1% | +$41.7K | 0.22% | 103 |
|
|
2020
Q4 | $3.2M | Buy |
49,331
+370
| +0.8% | +$24K | 0.22% | 104 |
|
|
2020
Q3 | $2.56M | Sell |
48,961
-927
| -2% | -$48.4K | 0.19% | 109 |
|
|
2020
Q2 | $2.83M | Sell |
49,888
-22,719
| -31% | -$1.29M | 0.3% | 69 |
|
|
2020
Q1 | $3.31M | Sell |
72,607
-10,654
| -13% | -$486K | 0.48% | 47 |
|
|
2019
Q4 | $4.66M | Sell |
83,261
-13
| -0% | -$727 | 0.2% | 116 |
|
|
2019
Q3 | $4.07M | Buy |
83,274
+2,111
| +3% | +$103K | 0.5% | 39 |
|
|
2019
Q2 | $3.61M | Buy |
81,163
+6,595
| +9% | +$293K | 0.52% | 39 |
|
|
2019
Q1 | $2.61M | Buy |
74,568
+1,814
| +2% | +$63.4K | 0.37% | 64 |
|
|
2018
Q4 | $2.17M | Buy |
72,754
+7,427
| +11% | +$221K | 0.38% | 58 |
|
|
2018
Q3 | $2.53M | Buy |
65,327
+5,922
| +10% | +$230K | 0.46% | 46 |
|
|
2018
Q2 | $1.91M | Buy |
59,405
+4,304
| +8% | +$138K | 0.4% | 59 |
|
|
2018
Q1 | $1.73M | Buy |
55,101
+1,840
| +3% | +$57.9K | 0.39% | 63 |
|
|
2017
Q4 | $1.77M | Buy |
53,261
+5,534
| +12% | +$184K | 0.4% | 68 |
|
|
2017
Q3 | $1.59M | Buy |
47,727
+1,662
| +4% | +$55.3K | 0.44% | 66 |
|
|
2017
Q2 | $1.53M | Buy |
46,065
+799
| +2% | +$26.6K | 0.49% | 64 |
|
|
2017
Q1 | $1.33M | Buy |
45,266
+866
| +2% | +$25.5K | 0.21% | 133 |
|
|
2016
Q4 | $1.31M | Buy |
+44,400
| New | +$1.31M | 0.56% | 63 |
|