Monograph Wealth 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 | – | Sell |
-2,335
| Closed | -$326K | – | 128 |
|
|
2025
Q1 | $326K | Hold |
2,335
| – | – | 0.04% | 90 |
|
|
2024
Q4 | $403K | Hold |
2,335
| – | – | 0.05% | 81 |
|
|
2024
Q3 | $357K | Hold |
2,335
| – | – | 0.05% | 86 |
|
|
2024
Q2 | $289K | Sell |
2,335
-3,000
| -56% | -$371K | 0.04% | 87 |
|
|
2024
Q1 | $701K | Buy |
5,335
+2,863
| +116% | +$376K | 0.1% | 74 |
|
|
2023
Q4 | $324K | Buy |
2,472
+137
| +6% | +$17.9K | 0.06% | 82 |
|
|
2023
Q3 | $250K | Hold |
2,335
| – | – | 0.05% | 104 |
|
|
2023
Q2 | $217K | Hold |
2,335
| – | – | 0.05% | 80 |
|
|
2023
Q1 | $205K | Buy |
+2,335
| New | +$205K | 0.05% | 80 |
|
|
2022
Q3 | – | Sell |
-2,292
| Closed | -$209K | – | 70 |
|
|
2022
Q2 | $209K | Buy |
2,292
+23
| +1% | +$2.1K | 0.06% | 69 |
|
|
2022
Q1 | $288K | Buy |
2,269
+444
| +24% | +$56.4K | 0.07% | 68 |
|
|
2021
Q4 | $236K | Buy |
+1,825
| New | +$236K | 0.06% | 76 |
|