Obermeyer Wealth Partners’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Sell |
2,927
-23
| -0.8% | -$3.44K | 0.02% | 173 |
|
|
2025
Q1 | $412K | Buy |
2,950
+3
| +0.1% | +$419 | 0.02% | 169 |
|
|
2024
Q4 | $508K | Buy |
2,947
+97
| +3% | +$16.7K | 0.03% | 149 |
|
|
2024
Q3 | $436K | Buy |
2,850
+388
| +16% | +$59.4K | 0.02% | 167 |
|
|
2024
Q2 | $305K | Sell |
2,462
-639
| -21% | -$79.1K | 0.02% | 195 |
|
|
2024
Q1 | $407K | Sell |
3,101
-110
| -3% | -$14.5K | 0.02% | 158 |
|
|
2023
Q4 | $420K | Buy |
3,211
+140
| +5% | +$18.3K | 0.03% | 130 |
|
|
2023
Q3 | $329K | Sell |
3,071
-22
| -0.7% | -$2.36K | 0.02% | 146 |
|
|
2023
Q2 | $288K | Sell |
3,093
-78
| -2% | -$7.25K | 0.02% | 164 |
|
|
2023
Q1 | $279K | Sell |
3,171
-1,322
| -29% | -$116K | 0.02% | 171 |
|
|
2022
Q4 | $334K | Buy |
4,493
+111
| +3% | +$8.25K | 0.03% | 148 |
|
|
2022
Q3 | $367K | Sell |
4,382
-175
| -4% | -$14.7K | 0.03% | 131 |
|
|
2022
Q2 | $416K | Hold |
4,557
| – | – | 0.03% | 120 |
|
|
2022
Q1 | $578K | Buy |
4,557
+89
| +2% | +$11.3K | 0.03% | 114 |
|
|
2021
Q4 | $578K | Buy |
4,468
+850
| +23% | +$110K | 0.03% | 111 |
|
|
2021
Q3 | $421K | Buy |
3,618
+543
| +18% | +$63.2K | 0.02% | 134 |
|
|
2021
Q2 | $299K | Buy |
+3,075
| New | +$299K | 0.02% | 171 |
|