Naviter Wealth’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
7,309
-219
| -3% | -$32.8K | 0.13% | 162 |
|
|
2025
Q1 | $1.04M | Buy |
7,528
+998
| +15% | +$138K | 0.13% | 170 |
|
|
2024
Q4 | $1.13M | Buy |
6,530
+151
| +2% | +$26K | 0.14% | 165 |
|
|
2024
Q3 | $977K | Buy |
6,379
+376
| +6% | +$57.6K | 0.14% | 158 |
|
|
2024
Q2 | $743K | Hold |
6,003
| – | – | 0.11% | 177 |
|
|
2024
Q1 | $789K | Sell |
6,003
-1,210
| -17% | -$159K | 0.13% | 172 |
|
|
2023
Q4 | $944K | Buy |
7,213
+288
| +4% | +$37.7K | 0.19% | 136 |
|
|
2023
Q3 | $742K | Sell |
6,925
-36
| -0.5% | -$3.86K | 0.18% | 138 |
|
|
2023
Q2 | $647K | Sell |
6,961
-40
| -0.6% | -$3.72K | 0.16% | 152 |
|
|
2023
Q1 | $615K | Sell |
7,001
-1
| -0% | -$88 | 0.22% | 132 |
|
|
2022
Q4 | $618K | Sell |
7,002
-1,396
| -17% | -$123K | 0.17% | 134 |
|
|
2022
Q3 | $703K | Sell |
8,398
-237
| -3% | -$19.8K | 0.29% | 84 |
|
|
2022
Q2 | $788K | Sell |
8,635
-27,957
| -76% | -$2.55M | 0.32% | 74 |
|
|
2022
Q1 | $4.65M | Buy |
36,592
+2,242
| +7% | +$285K | 1.55% | 13 |
|
|
2021
Q4 | $4.45M | Buy |
+34,350
| New | +$4.45M | 1.33% | 20 |
|