Laurel Wealth Advisors (North Carolina)’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $775K | Buy |
115,890
+115,115
| +14,854% | +$770K | 0.01% | 288 |
|
|
2025
Q1 | $108K | Hold |
775
| – | – | 0.02% | 236 |
|
|
2024
Q4 | $134K | Buy |
775
+500
| +182% | +$86.2K | 0.02% | 206 |
|
|
2024
Q3 | $42.1K | Hold |
275
| – | – | 0.01% | 326 |
|
|
2024
Q2 | $33.9K | Buy |
275
+268
| +3,829% | +$33.1K | 0.01% | 321 |
|
|
2024
Q1 | $920 | Hold |
7
| – | – | ﹤0.01% | 582 |
|
|
2023
Q4 | $917 | Hold |
7
| – | – | ﹤0.01% | 523 |
|
|
2023
Q3 | $750 | Buy |
+7
| New | +$750 | ﹤0.01% | 532 |
|
|
2022
Q1 | – | Sell |
-274
| Closed | -$35K | – | 671 |
|
|
2021
Q4 | $35K | Buy |
274
+2
| +0.7% | +$255 | 0.01% | 292 |
|
|
2021
Q3 | $32K | Sell |
272
-197
| -42% | -$23.2K | 0.01% | 297 |
|
|
2021
Q2 | $46K | Buy |
469
+5
| +1% | +$490 | 0.01% | 287 |
|
|
2021
Q1 | $35K | Buy |
464
+6
| +1% | +$453 | 0.01% | 295 |
|
|
2020
Q4 | $30K | Buy |
458
+4
| +0.9% | +$262 | 0.01% | 301 |
|
|
2020
Q3 | $24K | Buy |
454
+3
| +0.7% | +$159 | 0.01% | 298 |
|
|
2020
Q2 | $26K | Buy |
+451
| New | +$26K | 0.01% | 285 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$6K | – | 521 |
|
|
2019
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 425 |
|
|
2019
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 423 |
|
|
2019
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 443 |
|
|
2019
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 434 |
|
|
2018
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 435 |
|