Jeppson 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 | $980K | Buy |
6,549
+66
| +1% | +$9.87K | 0.34% | 74 |
|
|
2025
Q1 | $906K | Sell |
6,483
-120
| -2% | -$16.8K | 0.33% | 79 |
|
|
2024
Q4 | $1.14M | Sell |
6,603
-235
| -3% | -$40.5K | 0.41% | 64 |
|
|
2024
Q3 | $1.05M | Sell |
6,838
-105
| -2% | -$16.1K | 0.38% | 71 |
|
|
2024
Q2 | $860K | Sell |
6,943
-135
| -2% | -$16.7K | 0.33% | 75 |
|
|
2024
Q1 | $930K | Sell |
7,078
-225
| -3% | -$29.6K | 0.36% | 72 |
|
|
2023
Q4 | $956K | Sell |
7,303
-228
| -3% | -$29.9K | 0.4% | 73 |
|
|
2023
Q3 | $807K | Sell |
7,531
-85
| -1% | -$9.11K | 0.37% | 73 |
|
|
2023
Q2 | $708K | Buy |
7,616
+92
| +1% | +$8.55K | 0.31% | 82 |
|
|
2023
Q1 | $661K | Sell |
7,524
-203
| -3% | -$17.8K | 0.29% | 88 |
|
|
2022
Q4 | $573K | Sell |
7,727
-356
| -4% | -$26.4K | 0.24% | 96 |
|
|
2022
Q3 | $677K | Sell |
8,083
-215
| -3% | -$18K | 0.31% | 72 |
|
|
2022
Q2 | $757K | Buy |
8,298
+502
| +6% | +$45.8K | 0.33% | 71 |
|
|
2022
Q1 | $989K | Sell |
7,796
-200
| -3% | -$25.4K | 0.46% | 55 |
|
|
2021
Q4 | $1.04M | Sell |
7,996
-825
| -9% | -$107K | 0.5% | 52 |
|
|
2021
Q3 | $1.03M | Sell |
8,821
-363
| -4% | -$42.2K | 0.53% | 51 |
|
|
2021
Q2 | $892K | Sell |
9,184
-530
| -5% | -$51.5K | 0.49% | 53 |
|
|
2021
Q1 | $723K | Sell |
9,714
-26
| -0.3% | -$1.94K | 0.43% | 57 |
|
|
2020
Q4 | $631K | Buy |
9,740
+75
| +0.8% | +$4.86K | 0.42% | 60 |
|
|
2020
Q3 | $505K | Buy |
+9,665
| New | +$505K | 0.4% | 63 |
|