Naviter Wealth’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
$1.09M Sell
2025
Q1
$1.04M Buy
2024
Q4
$1.13M Buy
2024
Q3
$977K Buy
2024
Q2
$743K Hold
2024
Q1
$789K Sell
2023
Q4
$944K Buy
2023
Q3
$742K Sell
2023
Q2
$647K Sell
2023
Q1
$615K Sell
2022
Q4
$618K Sell
2022
Q3
$703K Sell
2022
Q2
$788K Sell
2022
Q1
$4.64M Buy
2021
Q4
$4.45M Buy