JFS Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Buy |
5,483
+78
| +1% | +$11.7K | 0.05% | 166 |
|
|
2025
Q1 | $756K | Buy |
5,405
+48
| +0.9% | +$6.71K | 0.05% | 164 |
|
|
2024
Q4 | $924K | Hold |
5,357
| – | – | 0.06% | 145 |
|
|
2024
Q3 | $820K | Sell |
5,357
-996
| -16% | -$153K | 0.05% | 161 |
|
|
2024
Q2 | $786K | Sell |
6,353
-2,763
| -30% | -$342K | 0.06% | 131 |
|
|
2024
Q1 | $1.2M | Buy |
9,116
+7,407
| +433% | +$973K | 0.1% | 102 |
|
|
2023
Q4 | $224K | Buy |
1,709
+182
| +12% | +$23.8K | 0.02% | 222 |
|
|
2023
Q3 | $164K | Sell |
1,527
-2
| -0.1% | -$214 | 0.02% | 240 |
|
|
2023
Q2 | $142K | Buy |
1,529
+35
| +2% | +$3.26K | 0.01% | 244 |
|
|
2023
Q1 | $131K | Hold |
1,494
| – | – | 0.01% | 248 |
|
|
2022
Q4 | $111K | Sell |
1,494
-7,526
| -83% | -$559K | 0.01% | 266 |
|
|
2022
Q3 | $755K | Buy |
9,020
+50
| +0.6% | +$4.19K | 0.08% | 121 |
|
|
2022
Q2 | $818K | Buy |
8,970
+145
| +2% | +$13.2K | 0.09% | 115 |
|
|
2022
Q1 | $1.12M | Buy |
8,825
+152
| +2% | +$19.3K | 0.11% | 110 |
|
|
2021
Q4 | $1.12M | Buy |
8,673
+49
| +0.6% | +$6.34K | 0.11% | 112 |
|
|
2021
Q3 | $1M | Buy |
8,624
+7,724
| +858% | +$898K | 0.1% | 113 |
|
|
2021
Q2 | $87K | Hold |
900
| – | – | 0.01% | 233 |
|
|
2021
Q1 | $67K | Hold |
900
| – | – | 0.01% | 221 |
|
|
2020
Q4 | $58K | Sell |
900
-135
| -13% | -$8.7K | 0.01% | 235 |
|
|
2020
Q3 | $54K | Hold |
1,035
| – | – | 0.01% | 224 |
|
|
2020
Q2 | $59K | Buy |
1,035
+135
| +15% | +$7.7K | 0.02% | 216 |
|
|
2020
Q1 | $41K | Buy |
+900
| New | +$41K | 0.01% | 230 |
|