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