Optimum Investment Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $393K | Hold |
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|
2025
Q2 | $344K | Hold |
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|
2025
Q1 | $321K | Hold |
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|
2024
Q4 | $397K | Hold |
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|
2024
Q3 | $352K | Sell |
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|
2024
Q2 | $334K | Sell |
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|
2024
Q1 | $420K | Hold |
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|
2023
Q4 | $419K | Hold |
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|
2023
Q3 | $343K | Hold |
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|
2023
Q2 | $298K | Sell |
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|
2023
Q1 | $299K | Sell |
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|
2022
Q4 | $341K | Sell |
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|
2022
Q3 | $846K | Sell |
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|
2022
Q2 | $931K | Sell |
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|
2022
Q1 | $1.38M | Hold |
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|
2021
Q4 | $1.41M | Sell |
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|
2021
Q3 | $1.32M | Sell |
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|
2021
Q2 | $1.92M | Sell |
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|
2021
Q1 | $1.78M | Sell |
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|
2020
Q4 | $1.61M | Sell |
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|
2020
Q3 | $1.31M | Hold |
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|
2020
Q2 | $1.42M | Buy |
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|
2020
Q1 | $1.13M | Sell |
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|
2019
Q4 | $1.46M | Buy |
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|
2019
Q3 | $1.27M | Sell |
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|
2019
Q2 | $1.16M | Sell |
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|
2019
Q1 | $929K | Sell |
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|
2018
Q4 | $951K | Sell |
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|
2018
Q3 | $1.35M | Sell |
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|
2018
Q2 | $1.16M | Sell |
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|
2018
Q1 | $1.17M | Buy |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | $1.16M | Sell |
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|
2017
Q2 | $1.31M | Sell |
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|
2017
Q1 | $1.2M | Buy |
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|
2016
Q4 | $1.03M | Sell |
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|
2016
Q3 | $991K | Sell |
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|
2016
Q2 | $1.23M | Sell |
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|
2016
Q1 | $1.41M | Sell |
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|
2015
Q4 | $1.78M | Sell |
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|
2015
Q3 | $2.02M | Buy |
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|
2015
Q1 | $2.2M | Buy |
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|
2014
Q4 | $1.81M | Buy |
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|
2014
Q3 | $1.13M | Sell |
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|
2014
Q2 | $1.23M | Buy |
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|
2014
Q1 | $980K | Buy |
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|
2013
Q4 | $877K | Buy |
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|
2013
Q3 | $649K | Buy |
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