JPWM
Jamison Private Wealth Management’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Buy |
95,520
+1,270
| +1% | +$190K | 2.05% | 9 |
|
|
2025
Q1 | $13.2M | Buy |
94,250
+729
| +0.8% | +$102K | 2.01% | 10 |
|
|
2024
Q4 | $16.1M | Buy |
93,521
+1,110
| +1% | +$191K | 2.38% | 7 |
|
|
2024
Q3 | $14.2M | Buy |
92,411
+2,029
| +2% | +$311K | 2.15% | 7 |
|
|
2024
Q2 | $11.2M | Sell |
90,382
-2,433
| -3% | -$301K | 1.86% | 11 |
|
|
2024
Q1 | $12.2M | Sell |
92,815
-146
| -0.2% | -$19.2K | 2.06% | 9 |
|
|
2023
Q4 | $12.2M | Buy |
92,961
+108
| +0.1% | +$14.1K | 2.28% | 7 |
|
|
2023
Q3 | $9.95M | Buy |
+92,853
| New | +$9.95M | 2.06% | 7 |
|