Kathleen S. Wright Associates’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 | $259K | Hold |
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|
2025
Q2 | $226K | Hold |
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|
2025
Q1 | $212K | Hold |
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|
2024
Q4 | $261K | Sell |
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|
2024
Q3 | $266K | Buy |
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|
2024
Q2 | $188K | Buy |
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|
2024
Q1 | $184K | Hold |
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|
2023
Q4 | $183K | Sell |
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|
2023
Q3 | $171K | Hold |
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|
2023
Q2 | $149K | Hold |
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|
2023
Q1 | $141K | Hold |
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|
2022
Q4 | $119K | Hold |
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|
2022
Q3 | $134K | Hold |
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|
2022
Q2 | $146K | Hold |
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|
2022
Q1 | $203K | Hold |
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|
2021
Q4 | $207K | Buy |
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