Jackson Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.75M | Sell |
58,497
-280
| -0.5% | -$41.9K | 0.95% | 27 |
|
|
2025
Q1 | $8.22M | Sell |
58,777
-912
| -2% | -$127K | 1% | 22 |
|
|
2024
Q4 | $10.3M | Sell |
59,689
-181
| -0.3% | -$31.2K | 1.17% | 19 |
|
|
2024
Q3 | $9.17M | Buy |
59,870
+25,207
| +73% | +$3.86M | 1.09% | 21 |
|
|
2024
Q2 | $4.29M | Sell |
34,663
-6,482
| -16% | -$802K | 0.92% | 29 |
|
|
2024
Q1 | $5.41M | Buy |
41,145
+2,644
| +7% | +$347K | 0.68% | 40 |
|
|
2023
Q4 | $5.04M | Sell |
38,501
-2,773
| -7% | -$363K | 0.66% | 37 |
|
|
2023
Q3 | $4.42M | Buy |
41,274
+432
| +1% | +$46.3K | 0.63% | 39 |
|
|
2023
Q2 | $3.8M | Buy |
+40,842
| New | +$3.8M | 0.56% | 42 |
|
|
2023
Q1 | – | Sell |
-33,783
| Closed | -$2.51M | – | 140 |
|
|
2022
Q4 | $2.51M | Sell |
33,783
-15,064
| -31% | -$1.12M | 0.92% | 38 |
|
|
2022
Q3 | $4.09M | Buy |
48,847
+25,690
| +111% | +$2.15M | 0.81% | 35 |
|
|
2022
Q2 | $2.11M | Buy |
+23,157
| New | +$2.11M | 0.98% | 27 |
|
|
2016
Q4 | – | Sell |
-194,044
| Closed | -$4.58M | – | 67 |
|
|
2016
Q3 | $4.58M | Buy |
194,044
+3,249
| +2% | +$76.7K | 1.73% | 10 |
|
|
2016
Q2 | $4.68M | Sell |
190,795
-846
| -0.4% | -$20.8K | 1.74% | 11 |
|
|
2016
Q1 | $5.24M | Sell |
191,641
-2,798
| -1% | -$76.5K | 2.02% | 9 |
|
|
2015
Q4 | $4.89M | Buy |
194,439
+35,211
| +22% | +$886K | 1.93% | 11 |
|
|
2015
Q3 | $4.95M | Sell |
159,228
-5,118
| -3% | -$159K | 1.77% | 10 |
|
|
2015
Q2 | $6.56M | Buy |
164,346
+58,912
| +56% | +$2.35M | 2.22% | 9 |
|
|
2015
Q1 | $4.02M | Buy |
105,434
+26,530
| +34% | +$1.01M | 1.3% | 18 |
|
|
2014
Q4 | $2.62M | Buy |
+78,904
| New | +$2.62M | 0.85% | 29 |
|