Institute for Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.03M | Buy |
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|
2025
Q2 | $2.62M | Buy |
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|
2025
Q1 | $2.42M | Buy |
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|
2024
Q4 | $2.84M | Hold |
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|
2024
Q3 | $2.52M | Sell |
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|
2024
Q2 | $2.04M | Sell |
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|
2024
Q1 | $2.19M | Sell |
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|
2023
Q4 | $2.19M | Sell |
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|
2023
Q3 | $1.85M | Sell |
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|
2023
Q2 | $1.62M | Sell |
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|
2023
Q1 | $1.54M | Sell |
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|
2022
Q4 | $1.31M | Buy |
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|
2022
Q3 | $1.45M | Hold |
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|
2022
Q2 | $1.58M | Sell |
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|
2022
Q1 | $2.23M | Buy |
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|
2021
Q4 | $2.27M | Sell |
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|
2021
Q3 | $2.04M | Buy |
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|
2021
Q2 | $1.71M | Sell |
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|
2021
Q1 | $1.32M | Buy |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $742K | Hold |
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|
2020
Q2 | $805K | Hold |
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|
2020
Q1 | $648K | Buy |
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|
2019
Q4 | $783K | Buy |
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|
2019
Q3 | $681K | Buy |
|
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $611K | Buy |
|
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|
2018
Q4 | $521K | Buy |
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|
2018
Q3 | $629K | Hold |
|
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|
2018
Q2 | $526K | Sell |
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|
2018
Q1 | $518K | Buy |
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|
2017
Q4 | $490K | Buy |
|
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|
2017
Q3 | $419K | Buy |
|
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|
2017
Q2 | $396K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $13K | Buy |
|