Independent Solutions 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 | $2.91M | Buy |
19,449
+3,761
| +24% | +$563K | 0.57% | 55 |
|
|
2025
Q1 | $2.19M | Sell |
15,688
-91
| -0.6% | -$12.7K | 0.49% | 67 |
|
|
2024
Q4 | $2.72M | Buy |
15,779
+1,275
| +9% | +$220K | 0.59% | 48 |
|
|
2024
Q3 | $2.22M | Buy |
14,504
+425
| +3% | +$65.1K | 0.5% | 57 |
|
|
2024
Q2 | $1.74M | Buy |
14,079
+344
| +3% | +$42.6K | 0.4% | 74 |
|
|
2024
Q1 | $1.8M | Sell |
13,735
-815
| -6% | -$107K | 0.43% | 70 |
|
|
2023
Q4 | $1.9M | Buy |
14,550
+910
| +7% | +$119K | 0.49% | 61 |
|
|
2023
Q3 | $1.46M | Buy |
13,640
+438
| +3% | +$46.9K | 0.38% | 61 |
|
|
2023
Q2 | $1.23M | Buy |
13,202
+505
| +4% | +$47K | 0.31% | 73 |
|
|
2023
Q1 | $1.12M | Buy |
12,697
+73
| +0.6% | +$6.41K | 0.33% | 74 |
|
|
2022
Q4 | $937K | Sell |
12,624
-945
| -7% | -$70.1K | 0.29% | 86 |
|
|
2022
Q3 | $1.14M | Sell |
13,569
-636
| -4% | -$53.2K | 0.37% | 67 |
|
|
2022
Q2 | $1.3M | Sell |
14,205
-520
| -4% | -$47.4K | 0.4% | 65 |
|
|
2022
Q1 | $1.87M | Buy |
14,725
+233
| +2% | +$29.6K | 0.44% | 54 |
|
|
2021
Q4 | $1.88M | Buy |
14,492
+76
| +0.5% | +$9.83K | 0.44% | 58 |
|
|
2021
Q3 | $1.68M | Buy |
14,416
+319
| +2% | +$37.1K | 0.42% | 58 |
|
|
2021
Q2 | $1.37M | Buy |
14,097
+1,665
| +13% | +$162K | 0.33% | 73 |
|
|
2021
Q1 | $927K | Buy |
12,432
+1,987
| +19% | +$148K | 0.25% | 82 |
|
|
2020
Q4 | $677K | Buy |
10,445
+5,478
| +110% | +$355K | 0.21% | 93 |
|
|
2020
Q3 | $259K | Buy |
4,967
+725
| +17% | +$37.8K | 0.1% | 139 |
|
|
2020
Q2 | $240K | Sell |
4,242
-2,047
| -33% | -$116K | 0.1% | 136 |
|
|
2020
Q1 | $287K | Hold |
6,289
| – | – | 0.16% | 102 |
|
|
2019
Q4 | $352K | Buy |
+6,289
| New | +$352K | 0.16% | 115 |
|