J.W. Burns & Co’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Hold |
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|
2025
Q1 | $458K | Sell |
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|
2024
Q4 | $573K | Hold |
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|
2024
Q3 | $509K | Sell |
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|
2024
Q2 | $659K | Hold |
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|
2024
Q1 | $700K | Hold |
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|
2023
Q4 | $697K | Hold |
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|
2023
Q3 | $571K | Hold |
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|
2023
Q2 | $495K | Hold |
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|
2023
Q1 | $468K | Hold |
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|
2022
Q4 | $395K | Sell |
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|
2022
Q3 | $450K | Sell |
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|
2022
Q2 | $512K | Sell |
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|
2022
Q1 | $795K | Sell |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.17M | Hold |
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|
2021
Q2 | $979K | Hold |
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|
2021
Q1 | $751K | Hold |
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|
2020
Q4 | $653K | Hold |
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|
2020
Q3 | $526K | Hold |
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|
2020
Q2 | $571K | Hold |
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|
2020
Q1 | $459K | Sell |
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|
2019
Q4 | $566K | Sell |
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|
2019
Q3 | $559K | Hold |
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|
2019
Q2 | $509K | Hold |
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|
2019
Q1 | $400K | Buy |
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|
2018
Q4 | $340K | Hold |
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|
2018
Q3 | $434K | Buy |
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|
2018
Q2 | $366K | Buy |
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|
2018
Q1 | $354K | Buy |
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|
2017
Q4 | $326K | Sell |
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|
2017
Q3 | $356K | Hold |
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|
2017
Q2 | $356K | Buy |
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|
2017
Q1 | $228K | Hold |
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|
2016
Q4 | $207K | Sell |
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|
2016
Q3 | $221K | Sell |
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|
2016
Q2 | $233K | Hold |
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|
2016
Q1 | $266K | Buy |
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|
2015
Q4 | $248K | Sell |
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|
2015
Q3 | $363K | Buy |
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|
2015
Q2 | $458K | Hold |
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|
2015
Q1 | $436K | Hold |
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|
2014
Q4 | $379K | Sell |
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|
2014
Q3 | $356K | Hold |
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|
2014
Q2 | $378K | Sell |
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|
2014
Q1 | $389K | Hold |
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|
2013
Q4 | $369K | Hold |
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|
2013
Q3 | $291K | Buy |
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|
2013
Q2 | $238K | Buy |
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