LVW Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Buy |
3,785
+209
| +6% | +$31.3K | 0.06% | 173 |
|
|
2025
Q1 | $500K | Buy |
3,576
+311
| +10% | +$43.5K | 0.06% | 169 |
|
|
2024
Q4 | $563K | Buy |
3,265
+82
| +3% | +$14.1K | 0.07% | 171 |
|
|
2024
Q3 | $487K | Buy |
3,183
+395
| +14% | +$60.5K | 0.06% | 188 |
|
|
2024
Q2 | $345K | Buy |
2,788
+936
| +51% | +$116K | 0.05% | 210 |
|
|
2024
Q1 | $243K | Buy |
1,852
+170
| +10% | +$22.3K | 0.04% | 256 |
|
|
2023
Q4 | $220K | Buy |
+1,682
| New | +$220K | 0.04% | 239 |
|
|
2023
Q3 | – | Sell |
-2,501
| Closed | -$233K | – | 219 |
|
|
2023
Q2 | $233K | Buy |
2,501
+11
| +0.4% | +$1.02K | 0.04% | 182 |
|
|
2023
Q1 | $219K | Buy |
+2,490
| New | +$219K | 0.04% | 212 |
|
|
2020
Q3 | – | Sell |
-5,956
| Closed | -$337K | – | 205 |
|
|
2020
Q2 | $337K | Sell |
5,956
-344
| -5% | -$19.5K | 0.08% | 132 |
|
|
2020
Q1 | $287K | Buy |
+6,300
| New | +$287K | 0.08% | 124 |
|
|
2019
Q4 | – | Sell |
-6,300
| Closed | -$308K | – | 184 |
|
|
2019
Q3 | $308K | Buy |
+6,300
| New | +$308K | 0.08% | 128 |
|