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