IFPG
Intrepid Financial Planning Group’s Blackstone BX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.98M | Sell |
13,270
-334
| -2% | -$50K | 0.83% | 28 |
|
2025
Q1 | $1.9M | Sell |
13,604
-324
| -2% | -$45.3K | 0.88% | 27 |
|
2024
Q4 | $2.4M | Sell |
13,928
-2,545
| -15% | -$439K | 1.01% | 25 |
|
2024
Q3 | $2.52M | Sell |
16,473
-645
| -4% | -$98.8K | 1.08% | 22 |
|
2024
Q2 | $2.12M | Sell |
17,118
-1,118
| -6% | -$138K | 0.91% | 27 |
|
2024
Q1 | $2.4M | Sell |
18,236
-25
| -0.1% | -$3.28K | 1.03% | 25 |
|
2023
Q4 | $2.39M | Sell |
18,261
-660
| -3% | -$86.4K | 1.14% | 23 |
|
2023
Q3 | $2.03M | Sell |
18,921
-543
| -3% | -$58.2K | 1.05% | 25 |
|
2023
Q2 | $1.81M | Sell |
19,464
-42
| -0.2% | -$3.91K | 0.87% | 33 |
|
2023
Q1 | $1.71M | Sell |
19,506
-670
| -3% | -$58.9K | 0.86% | 32 |
|
2022
Q4 | $1.5M | Sell |
20,176
-550
| -3% | -$40.8K | 0.81% | 33 |
|
2022
Q3 | $1.74M | Sell |
20,726
-229
| -1% | -$19.2K | 0.99% | 27 |
|
2022
Q2 | $1.91M | Buy |
+20,955
| New | +$1.91M | 1.05% | 27 |
|