LIA
LBMC Investment Advisors’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
9,661
+2
| +0% | +$299 | 0.1% | 78 |
|
|
2025
Q1 | $1.35M | Buy |
9,659
+2
| +0% | +$280 | 0.11% | 73 |
|
|
2024
Q4 | $1.66M | Buy |
9,657
+2
| +0% | +$345 | 0.13% | 61 |
|
|
2024
Q3 | $1.48M | Buy |
9,655
+2
| +0% | +$306 | 0.12% | 64 |
|
|
2024
Q2 | $1.2M | Buy |
9,653
+2
| +0% | +$248 | 0.1% | 67 |
|
|
2024
Q1 | $1.27M | Buy |
9,651
+1,002
| +12% | +$132K | 0.11% | 63 |
|
|
2023
Q4 | $1.13M | Buy |
8,649
+2
| +0% | +$262 | 0.11% | 53 |
|
|
2023
Q3 | $893K | Buy |
8,647
+2
| +0% | +$206 | 0.1% | 63 |
|
|
2023
Q2 | $804K | Buy |
8,645
+3
| +0% | +$279 | 0.08% | 71 |
|
|
2023
Q1 | $759K | Buy |
8,642
+2
| +0% | +$176 | 0.08% | 71 |
|
|
2022
Q4 | $641K | Buy |
8,640
+3
| +0% | +$223 | 0.07% | 76 |
|
|
2022
Q3 | $723K | Buy |
8,637
+376
| +5% | +$31.5K | 0.08% | 62 |
|
|
2022
Q2 | $754K | Buy |
8,261
+3
| +0% | +$274 | 0.08% | 59 |
|
|
2022
Q1 | $1.05M | Buy |
8,258
+3
| +0% | +$381 | 0.09% | 59 |
|
|
2021
Q4 | $1.07M | Buy |
8,255
+3
| +0% | +$388 | 0.09% | 60 |
|
|
2021
Q3 | $960 | Hold |
8,252
| – | – | 0.09% | 63 |
|
|
2021
Q2 | $802K | Buy |
+8,252
| New | +$802K | 0.08% | 71 |
|