Kingsview Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.09M | Buy |
20,691
+246
| +1% | +$36.8K | 0.05% | 339 |
|
2025
Q1 | $2.86M | Buy |
20,445
+723
| +4% | +$101K | 0.05% | 307 |
|
2024
Q4 | $3.4M | Sell |
19,722
-51
| -0.3% | -$8.79K | 0.07% | 280 |
|
2024
Q3 | $3.03M | Sell |
19,773
-804
| -4% | -$123K | 0.06% | 282 |
|
2024
Q2 | $2.55M | Sell |
20,577
-582
| -3% | -$72.1K | 0.06% | 288 |
|
2024
Q1 | $2.78M | Buy |
21,159
+1,519
| +8% | +$200K | 0.07% | 259 |
|
2023
Q4 | $2.57M | Buy |
19,640
+52
| +0.3% | +$6.81K | 0.08% | 232 |
|
2023
Q3 | $2.1M | Buy |
19,588
+429
| +2% | +$46K | 0.08% | 274 |
|
2023
Q2 | $1.78M | Buy |
19,159
+148
| +0.8% | +$13.8K | 0.07% | 264 |
|
2023
Q1 | $1.67M | Sell |
19,011
-3,142
| -14% | -$276K | 0.07% | 268 |
|
2022
Q4 | $1.64M | Sell |
22,153
-52
| -0.2% | -$3.86K | 0.07% | 257 |
|
2022
Q3 | $1.86M | Buy |
22,205
+356
| +2% | +$29.8K | 0.09% | 240 |
|
2022
Q2 | $1.99M | Sell |
21,849
-6,059
| -22% | -$553K | 0.1% | 224 |
|
2022
Q1 | $3.54M | Buy |
27,908
+4,119
| +17% | +$523K | 0.16% | 146 |
|
2021
Q4 | $3.08M | Buy |
23,789
+705
| +3% | +$91.2K | 0.13% | 174 |
|
2021
Q3 | $2.69M | Sell |
23,084
-1,606
| -7% | -$187K | 0.13% | 176 |
|
2021
Q2 | $2.4M | Sell |
24,690
-1
| -0% | -$97 | 0.12% | 188 |
|
2021
Q1 | $1.86M | Sell |
24,691
-1,324
| -5% | -$99.6K | 0.11% | 204 |
|
2020
Q4 | $1.69M | Buy |
26,015
+2,357
| +10% | +$153K | 0.12% | 185 |
|
2020
Q3 | $1.24M | Sell |
23,658
-897
| -4% | -$46.8K | 0.11% | 196 |
|
2020
Q2 | $1.39M | Buy |
24,555
+1,426
| +6% | +$80.8K | 0.14% | 163 |
|
2020
Q1 | $1.05M | Buy |
23,129
+327
| +1% | +$14.9K | 0.14% | 171 |
|
2019
Q4 | $1.28M | Buy |
22,802
+9,076
| +66% | +$508K | 0.16% | 167 |
|
2019
Q3 | $670K | Sell |
13,726
-4,111
| -23% | -$201K | 0.11% | 210 |
|
2019
Q2 | $792K | Buy |
17,837
+163
| +0.9% | +$7.24K | 0.13% | 185 |
|
2019
Q1 | $618K | Buy |
17,674
+8,091
| +84% | +$283K | 0.09% | 236 |
|
2018
Q4 | $286K | Buy |
9,583
+1,236
| +15% | +$36.9K | 0.06% | 294 |
|
2018
Q3 | $318K | Buy |
8,347
+35
| +0.4% | +$1.33K | 0.06% | 283 |
|
2018
Q2 | $267K | Buy |
8,312
+11
| +0.1% | +$353 | 0.06% | 278 |
|
2018
Q1 | $265K | Buy |
8,301
+1,083
| +15% | +$34.6K | 0.07% | 271 |
|
2017
Q4 | $231K | Buy |
7,218
+551
| +8% | +$17.6K | 0.08% | 281 |
|
2017
Q3 | $222K | Buy |
+6,667
| New | +$222K | 0.1% | 247 |
|