Nicolet Advisory Services’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
12,581
+506
| +4% | +$86.2K | 0.18% | 71 |
|
|
2025
Q1 | $1.54M | Buy |
12,075
+78
| +0.7% | +$9.94K | 0.15% | 74 |
|
|
2024
Q4 | $1.98M | Buy |
11,997
+530
| +5% | +$87.4K | 0.18% | 66 |
|
|
2024
Q3 | $1.73M | Buy |
11,467
+379
| +3% | +$57.3K | 0.16% | 68 |
|
|
2024
Q2 | $1.38M | Buy |
11,088
+794
| +8% | +$98.7K | 0.13% | 78 |
|
|
2024
Q1 | $1.36M | Buy |
10,294
+413
| +4% | +$54.5K | 0.14% | 79 |
|
|
2023
Q4 | $1.21M | Sell |
9,881
-554
| -5% | -$67.7K | 0.13% | 82 |
|
|
2023
Q3 | $1.09M | Buy |
10,435
+2,628
| +34% | +$274K | 0.12% | 89 |
|
|
2023
Q2 | $718K | Buy |
7,807
+77
| +1% | +$7.09K | 0.08% | 119 |
|
|
2023
Q1 | $635K | Buy |
+7,730
| New | +$635K | 0.07% | 126 |
|