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 |
|