Lewis Asset 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 | $893K | Buy |
5,967
+829
| +16% | +$124K | 0.42% | 62 |
|
2025
Q1 | $718K | Buy |
5,138
+146
| +3% | +$20.4K | 0.59% | 45 |
|
2024
Q4 | $861K | Buy |
4,992
+403
| +9% | +$69.5K | 0.66% | 37 |
|
2024
Q3 | $703K | Buy |
4,589
+55
| +1% | +$8.42K | 0.51% | 50 |
|
2024
Q2 | $561K | Sell |
4,534
-1,974
| -30% | -$244K | 0.43% | 55 |
|
2024
Q1 | $855K | Sell |
6,508
-652
| -9% | -$85.7K | 0.7% | 34 |
|
2023
Q4 | $937K | Buy |
+7,160
| New | +$937K | 0.86% | 28 |
|