LWM Advisory Services’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Buy |
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|
2025
Q1 | $443K | Hold |
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|
2024
Q4 | $547K | Sell |
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|
2024
Q3 | $506K | Sell |
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|
2024
Q2 | $461K | Sell |
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|
2024
Q1 | $496K | Buy |
|
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|
2023
Q4 | $317K | Hold |
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|
2023
Q3 | $259K | Hold |
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|
2023
Q2 | $225K | Sell |
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|
2023
Q1 | $215K | Sell |
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|
2022
Q4 | $258K | Sell |
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|
2022
Q3 | $535K | Buy |
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|
2022
Q2 | $557K | Sell |
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|
2022
Q1 | $772K | Sell |
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|
2021
Q4 | $799K | Buy |
|