Kestra Private Wealth Services’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.65M | Buy |
66,525
+760
| +1% | +$98.9K | 0.09% | 238 |
|
|
2025
Q4 | $10.1M | Buy |
65,765
+2,967
| +5% | +$451K | 0.13% | 175 |
|
|
2025
Q3 | $10.7M | Sell |
62,798
-1,331
| -2% | -$228K | 0.14% | 168 |
|
|
2025
Q2 | $9.59M | Buy |
64,129
+2,087
| +3% | +$287K | 0.14% | 177 |
|
|
2025
Q1 | $8.67M | Buy |
62,042
+3,623
| +6% | +$588K | 0.14% | 166 |
|
|
2024
Q4 | $10.1M | Buy |
58,419
+2,883
| +5% | +$502K | 0.17% | 133 |
|
|
2024
Q3 | $8.5M | Sell |
55,536
-1,736
| -3% | -$241K | 0.16% | 147 |
|
|
2024
Q2 | $7.09M | Sell |
57,272
-3,225
| -5% | -$397K | 0.14% | 155 |
|
|
2024
Q1 | $7.95M | Sell |
60,497
-4,494
| -7% | -$561K | 0.18% | 138 |
|
|
2023
Q4 | $8.51M | Buy |
64,991
+630
| +1% | +$68.2K | 0.22% | 112 |
|
|
2023
Q3 | $6.9M | Buy |
64,361
+6,548
| +11% | +$682K | 0.22% | 118 |
|
|
2023
Q2 | $5.37M | Sell |
57,813
-866
| -1% | -$74.8K | 0.18% | 139 |
|
|
2023
Q1 | $5.15M | Buy |
58,679
+5,822
| +11% | +$514K | 0.21% | 120 |
|
|
2022
Q4 | $3.92M | Sell |
52,857
-4,429
| -8% | -$382K | 0.2% | 134 |
|
|
2022
Q3 | $4.79M | Buy |
57,286
+9,611
| +20% | +$931K | 0.28% | 97 |
|
|
2022
Q2 | $4.35M | Buy |
47,675
+519
| +1% | +$56K | 0.25% | 108 |
|
|
2022
Q1 | $5.99M | Buy |
47,156
+3,821
| +9% | +$466K | 0.3% | 81 |
|
|
2021
Q4 | $5.61M | Sell |
43,335
-2,160
| -5% | -$288K | 0.27% | 90 |
|
|
2021
Q3 | $5.29M | Buy |
45,495
+1,215
| +3% | +$141K | 0.3% | 75 |
|
|
2021
Q2 | $4.3M | Buy |
44,280
+1,325
| +3% | +$118K | 0.26% | 92 |
|
|
2021
Q1 | $3.2M | Buy |
42,955
+4,444
| +12% | +$307K | 0.22% | 110 |
|
|
2020
Q4 | $2.49M | Buy |
38,511
+10,034
| +35% | +$584K | 0.18% | 131 |
|
|
2020
Q3 | $1.49M | Buy |
+28,477
| New | +$1.52M | 0.13% | 177 |
|
Other funds holding BX
VCM
VPM
