Mount Yale Investment Advisors’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 | $838K | Sell |
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|
2025
Q1 | $801K | Buy |
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|
2024
Q4 | $873K | Buy |
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|
2024
Q3 | $306K | Buy |
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|
2024
Q2 | $246K | Sell |
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|
2024
Q1 | $275K | Buy |
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|
2023
Q4 | $269K | Buy |
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|
2023
Q3 | $213K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Sell |
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|
2021
Q4 | $229K | Hold |
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|
2021
Q3 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $45K | Hold |
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|
2018
Q2 | $41K | Hold |
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|
2018
Q1 | $40K | Buy |
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