Laidlaw 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
Q1 | – | Sell |
-1,730
| Closed | -$298K | – | 66 |
|
|
2024
Q4 | $298K | Hold |
1,730
| – | – | 0.13% | 141 |
|
|
2024
Q3 | $265K | Sell |
1,730
-10
| -0.6% | -$1.53K | 0.13% | 141 |
|
|
2024
Q2 | $215K | Sell |
1,740
-3,379
| -66% | -$418K | 0.12% | 155 |
|
|
2024
Q1 | $672K | Sell |
5,119
-17,985
| -78% | -$2.36M | 0.38% | 79 |
|
|
2023
Q4 | $3.02M | Sell |
23,104
-140
| -0.6% | -$18.3K | 1.1% | 19 |
|
|
2023
Q3 | $2.49M | Sell |
23,244
-2,027
| -8% | -$217K | 0.82% | 28 |
|
|
2023
Q2 | $2.35M | Sell |
25,271
-456
| -2% | -$42.4K | 0.46% | 54 |
|
|
2023
Q1 | $2.26M | Sell |
25,727
-264
| -1% | -$23.2K | 0.46% | 59 |
|
|
2022
Q4 | $1.93M | Buy |
+25,991
| New | +$1.93M | 0.41% | 67 |
|
|
2022
Q3 | – | Sell |
-28,530
| Closed | -$2.6M | – | 329 |
|
|
2022
Q2 | $2.6M | Sell |
28,530
-1,395
| -5% | -$127K | 0.53% | 53 |
|
|
2022
Q1 | $3.8M | Buy |
29,925
+1,061
| +4% | +$135K | 0.63% | 34 |
|
|
2021
Q4 | $3.74M | Sell |
28,864
-1,236
| -4% | -$160K | 0.6% | 40 |
|
|
2021
Q3 | $3.5M | Buy |
30,100
+844
| +3% | +$98.2K | 0.9% | 29 |
|
|
2021
Q2 | $2.84M | Buy |
29,256
+1,346
| +5% | +$131K | 0.73% | 35 |
|
|
2021
Q1 | $2.08M | Sell |
27,910
-29
| -0.1% | -$2.16K | 0.71% | 39 |
|
|
2020
Q4 | $1.81M | Buy |
27,939
+3,159
| +13% | +$205K | 0.38% | 69 |
|
|
2020
Q3 | $1.29M | Buy |
24,780
+133
| +0.5% | +$6.95K | 0.57% | 57 |
|
|
2020
Q2 | $1.4M | Buy |
24,647
+4,140
| +20% | +$234K | 0.73% | 48 |
|
|
2020
Q1 | $934K | Buy |
20,507
+1,655
| +9% | +$75.4K | 0.61% | 59 |
|
|
2019
Q4 | $1.06M | Buy |
+18,852
| New | +$1.06M | 0.67% | 56 |
|