Jeppson Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.11M | Sell |
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|
2025
Q2 | $980K | Buy |
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|
2025
Q1 | $906K | Sell |
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|
2024
Q4 | $1.14M | Sell |
|
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|
2024
Q3 | $1.05M | Sell |
|
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|
2024
Q2 | $860K | Sell |
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|
2024
Q1 | $930K | Sell |
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|
2023
Q4 | $956K | Sell |
|
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|
2023
Q3 | $807K | Sell |
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|
2023
Q2 | $708K | Buy |
|
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|
2023
Q1 | $661K | Sell |
|
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|
2022
Q4 | $573K | Sell |
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|
2022
Q3 | $677K | Sell |
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|
2022
Q2 | $757K | Buy |
|
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|
2022
Q1 | $989K | Sell |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $892K | Sell |
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|
2021
Q1 | $723K | Sell |
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|
2020
Q4 | $631K | Buy |
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|
2020
Q3 | $505K | Buy |
|