LAS
LWM Advisory Services’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Buy |
3,257
+86
| +3% | +$12.9K | 0.34% | 53 |
|
|
2025
Q1 | $443K | Hold |
3,171
| – | – | 0.31% | 61 |
|
|
2024
Q4 | $547K | Sell |
3,171
-136
| -4% | -$23.4K | 0.38% | 43 |
|
|
2024
Q3 | $506K | Sell |
3,307
-419
| -11% | -$64.2K | 0.38% | 50 |
|
|
2024
Q2 | $461K | Sell |
3,726
-47
| -1% | -$5.82K | 0.39% | 44 |
|
|
2024
Q1 | $496K | Buy |
3,773
+1,352
| +56% | +$178K | 0.4% | 44 |
|
|
2023
Q4 | $317K | Hold |
2,421
| – | – | 0.28% | 62 |
|
|
2023
Q3 | $259K | Hold |
2,421
| – | – | 0.28% | 60 |
|
|
2023
Q2 | $225K | Sell |
2,421
-29
| -1% | -$2.7K | 0.24% | 69 |
|
|
2023
Q1 | $215K | Sell |
2,450
-895
| -27% | -$78.6K | 0.23% | 75 |
|
|
2022
Q4 | $258K | Sell |
3,345
-2,854
| -46% | -$220K | 0.29% | 65 |
|
|
2022
Q3 | $535K | Buy |
6,199
+125
| +2% | +$10.8K | 0.61% | 50 |
|
|
2022
Q2 | $557K | Sell |
6,074
-29
| -0.5% | -$2.66K | 0.67% | 45 |
|
|
2022
Q1 | $772K | Sell |
6,103
-70
| -1% | -$8.86K | 0.96% | 27 |
|
|
2021
Q4 | $799K | Buy |
+6,173
| New | +$799K | 0.99% | 27 |
|