Kohmann Bosshard Financial Services’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $650K | Buy |
4,343
+543
| +14% | +$81.2K | 0.07% | 102 |
|
2025
Q1 | $531K | Sell |
3,800
-6
| -0.2% | -$839 | 0.06% | 117 |
|
2024
Q4 | $656K | Buy |
3,806
+6
| +0.2% | +$1.04K | 0.08% | 97 |
|
2024
Q3 | $582K | Hold |
3,800
| – | – | 0.07% | 107 |
|
2024
Q2 | $470K | Hold |
3,800
| – | – | 0.06% | 110 |
|
2024
Q1 | $499K | Hold |
3,800
| – | – | 0.07% | 107 |
|
2023
Q4 | $497K | Hold |
3,800
| – | – | 0.08% | 105 |
|
2023
Q3 | $407K | Hold |
3,800
| – | – | 0.07% | 111 |
|
2023
Q2 | $353K | Buy |
3,800
+800
| +27% | +$74.4K | 0.06% | 122 |
|
2023
Q1 | $264K | Hold |
3,000
| – | – | 0.05% | 128 |
|
2022
Q4 | $223K | Buy |
+3,000
| New | +$223K | 0.04% | 138 |
|