Novare Capital Management’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Sell
1,505
-141
-9% -$21.1K 0.02% 189
2025
Q1
$230K Hold
1,646
0.02% 181
2024
Q4
$284K Sell
1,646
-60
-4% -$10.3K 0.02% 165
2024
Q3
$261K Sell
1,706
-60
-3% -$9.19K 0.02% 168
2024
Q2
$219K Sell
1,766
-74
-4% -$9.16K 0.02% 173
2024
Q1
$242K Buy
1,840
+130
+8% +$17.1K 0.02% 169
2023
Q4
$224K Buy
+1,710
New +$224K 0.02% 159
2022
Q3
Sell
-2,453
Closed -$224K 170
2022
Q2
$224K Buy
+2,453
New +$224K 0.03% 153