NewEdge 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 | $114M | Buy |
682,407
+137,146
| +25% | +$23M | 1.79% | 10 |
|
|
2025
Q1 | $76.2M | Sell |
545,261
-99,424
| -15% | -$13.9M | 1.38% | 9 |
|
|
2024
Q4 | $111M | Sell |
644,685
-12,646
| -2% | -$2.18M | 1.93% | 6 |
|
|
2024
Q3 | $101M | Buy |
657,331
+9,057
| +1% | +$1.39M | 1.82% | 6 |
|
|
2024
Q2 | $80.3M | Buy |
648,274
+24,775
| +4% | +$3.07M | 1.74% | 6 |
|
|
2024
Q1 | $74.2M | Sell |
623,499
-13,876
| -2% | -$1.65M | 1.66% | 6 |
|
|
2023
Q4 | $83.4M | Buy |
637,375
+702
| +0.1% | +$91.9K | 2.13% | 3 |
|
|
2023
Q3 | $68.2M | Sell |
636,673
-3,561
| -0.6% | -$382K | 2.16% | 3 |
|
|
2023
Q2 | $59.5M | Sell |
640,234
-98,701
| -13% | -$9.18M | 1.99% | 5 |
|
|
2023
Q1 | $64.9M | Sell |
738,935
-14,750
| -2% | -$1.3M | 2.46% | 4 |
|
|
2022
Q4 | $55.9M | Buy |
753,685
+14,870
| +2% | +$1.1M | 2.41% | 3 |
|
|
2022
Q3 | $61.8M | Buy |
738,815
+128,136
| +21% | +$10.7M | 2.92% | 3 |
|
|
2022
Q2 | $55.7M | Buy |
610,679
+94,910
| +18% | +$8.66M | 2.53% | 4 |
|
|
2022
Q1 | $65.5M | Sell |
515,769
-23,055
| -4% | -$2.93M | 2.91% | 4 |
|
|
2021
Q4 | $69.7M | Buy |
538,824
+536,216
| +20,560% | +$69.4M | 2.92% | 5 |
|
|
2021
Q3 | $303K | Sell |
2,608
-1,039
| -28% | -$121K | 0.02% | 245 |
|
|
2021
Q2 | $354K | Buy |
+3,647
| New | +$354K | 0.03% | 231 |
|