Nadler Financial Group’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Sell |
4,344
-78
| -2% | -$11.7K | 0.07% | 62 |
|
|
2025
Q1 | $618K | Buy |
4,422
+19
| +0.4% | +$2.66K | 0.07% | 64 |
|
|
2024
Q4 | $759K | Buy |
4,403
+2,198
| +100% | +$379K | 0.08% | 57 |
|
|
2024
Q3 | $338K | Hold |
2,205
| – | – | 0.04% | 85 |
|
|
2024
Q2 | $273K | Buy |
2,205
+205
| +10% | +$25.4K | 0.03% | 91 |
|
|
2024
Q1 | $263K | Hold |
2,000
| – | – | 0.03% | 92 |
|
|
2023
Q4 | $262K | Hold |
2,000
| – | – | 0.04% | 86 |
|
|
2023
Q3 | $214K | Buy |
+2,000
| New | +$214K | 0.03% | 98 |
|
|
2022
Q2 | – | Sell |
-2,165
| Closed | -$275K | – | 109 |
|
|
2022
Q1 | $275K | Hold |
2,165
| – | – | 0.04% | 91 |
|
|
2021
Q4 | $280K | Hold |
2,165
| – | – | 0.04% | 100 |
|
|
2021
Q3 | $252K | Buy |
+2,165
| New | +$252K | 0.04% | 102 |
|
|
2020
Q3 | – | Sell |
-5,580
| Closed | -$316K | – | 101 |
|
|
2020
Q2 | $316K | Buy |
5,580
+885
| +19% | +$50.1K | 0.08% | 73 |
|
|
2020
Q1 | $214K | Sell |
4,695
-1,330
| -22% | -$60.6K | 0.07% | 80 |
|
|
2019
Q4 | $337K | Buy |
+6,025
| New | +$337K | 0.08% | 69 |
|