Moss Adams 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 | $566K | Buy |
3,783
+1,142
| +43% | +$171K | 0.05% | 120 |
|
|
2025
Q1 | $369K | Buy |
2,641
+216
| +9% | +$30.2K | 0.04% | 145 |
|
|
2024
Q4 | $418K | Buy |
2,425
+146
| +6% | +$25.2K | 0.04% | 117 |
|
|
2024
Q3 | $349K | Buy |
2,279
+118
| +5% | +$18.1K | 0.04% | 128 |
|
|
2024
Q2 | $268K | Buy |
2,161
+388
| +22% | +$48K | 0.04% | 132 |
|
|
2024
Q1 | $233K | Buy |
+1,773
| New | +$233K | 0.04% | 131 |
|