JFS Wealth Advisors’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 | $820K | Buy |
|
|||||
|
2025
Q1 | $756K | Buy |
|
|||||
|
2024
Q4 | $924K | Hold |
|
|||||
|
2024
Q3 | $820K | Sell |
|
|||||
|
2024
Q2 | $786K | Sell |
|
|||||
|
2024
Q1 | $1.2M | Buy |
|
|||||
|
2023
Q4 | $224K | Buy |
|
|||||
|
2023
Q3 | $164K | Sell |
|
|||||
|
2023
Q2 | $142K | Buy |
|
|||||
|
2023
Q1 | $131K | Hold |
|
|||||
|
2022
Q4 | $111K | Sell |
|
|||||
|
2022
Q3 | $755K | Buy |
|
|||||
|
2022
Q2 | $818K | Buy |
|
|||||
|
2022
Q1 | $1.12M | Buy |
|
|||||
|
2021
Q4 | $1.12M | Buy |
|
|||||
|
2021
Q3 | $1M | Buy |
|
|||||
|
2021
Q2 | $87K | Hold |
|
|||||
|
2021
Q1 | $67K | Hold |
|
|||||
|
2020
Q4 | $58K | Sell |
|
|||||
|
2020
Q3 | $54K | Hold |
|
|||||
|
2020
Q2 | $59K | Buy |
|
|||||
|
2020
Q1 | $41K | Buy |
|