KFS
Kaizen Financial Strategies’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.48M | Buy |
29,940
+884
| +3% | +$132K | 2.28% | 10 |
|
|
2025
Q1 | $4.06M | Buy |
29,056
+279
| +1% | +$39K | 2.34% | 9 |
|
|
2024
Q4 | $4.96M | Sell |
28,777
-2,404
| -8% | -$415K | 2.81% | 9 |
|
|
2024
Q3 | $4.77M | Sell |
31,181
-1,017
| -3% | -$156K | 2.77% | 8 |
|
|
2024
Q2 | $4.55M | Buy |
32,198
+590
| +2% | +$83.4K | 2.84% | 8 |
|
|
2024
Q1 | $4.15M | Buy |
31,608
+1,916
| +6% | +$252K | 2.82% | 9 |
|
|
2023
Q4 | $3.89M | Sell |
29,692
-842
| -3% | -$110K | 2.95% | 6 |
|
|
2023
Q3 | $3.27M | Buy |
30,534
+288
| +1% | +$30.9K | 2.76% | 8 |
|
|
2023
Q2 | $2.97M | Buy |
30,246
+1,587
| +6% | +$156K | 2.54% | 9 |
|
|
2023
Q1 | $2.52M | Buy |
28,659
+249
| +0.9% | +$21.9K | 2.48% | 10 |
|
|
2022
Q4 | $2.42M | Buy |
28,410
+879
| +3% | +$74.7K | 2.39% | 9 |
|
|
2022
Q3 | $2.3M | Buy |
27,531
+2,723
| +11% | +$228K | 2.34% | 9 |
|
|
2022
Q2 | $2.26M | Buy |
24,808
+708
| +3% | +$64.6K | 2.23% | 8 |
|
|
2022
Q1 | $3.06M | Buy |
24,100
+6,624
| +38% | +$841K | 2.4% | 7 |
|
|
2021
Q4 | $2.26M | Buy |
17,476
+1,523
| +10% | +$197K | 1.69% | 15 |
|
|
2021
Q3 | $1.86M | Buy |
+15,953
| New | +$1.86M | 1.5% | 16 |
|
|
2021
Q1 | $853K | Sell |
11,450
-8,519
| -43% | -$635K | 0.81% | 39 |
|
|
2020
Q4 | $1.29M | Buy |
+19,969
| New | +$1.29M | 1.44% | 11 |
|