Investmark Advisory Group’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $389K | Sell |
2,601
-4
| -0.2% | -$598 | 0.18% | 85 |
|
2025
Q1 | $364K | Sell |
2,605
-9
| -0.3% | -$1.26K | 0.18% | 82 |
|
2024
Q4 | $451K | Buy |
2,614
+6
| +0.2% | +$1.04K | 0.22% | 73 |
|
2024
Q3 | $399K | Buy |
2,608
+60
| +2% | +$9.19K | 0.19% | 82 |
|
2024
Q2 | $315K | Sell |
2,548
-16
| -0.6% | -$1.98K | 0.17% | 87 |
|
2024
Q1 | $337K | Buy |
2,564
+9
| +0.4% | +$1.18K | 0.18% | 86 |
|
2023
Q4 | $335K | Buy |
2,555
+53
| +2% | +$6.94K | 0.2% | 86 |
|
2023
Q3 | $268K | Sell |
2,502
-223
| -8% | -$23.9K | 0.18% | 83 |
|
2023
Q2 | $253K | Sell |
2,725
-129
| -5% | -$12K | 0.17% | 86 |
|
2023
Q1 | $251K | Sell |
2,854
-75
| -3% | -$6.59K | 0.18% | 84 |
|
2022
Q4 | $217K | Buy |
2,929
+250
| +9% | +$18.5K | 0.16% | 96 |
|
2022
Q3 | $224K | Buy |
2,679
+212
| +9% | +$17.7K | 0.2% | 84 |
|
2022
Q2 | $225K | Sell |
2,467
-179
| -7% | -$16.3K | 0.22% | 74 |
|
2022
Q1 | $335K | Sell |
2,646
-23
| -0.9% | -$2.91K | 0.35% | 55 |
|
2021
Q4 | $345K | Buy |
+2,669
| New | +$345K | 0.32% | 56 |
|