OWA
Outlook Wealth Advisors’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
2,155
-5
| -0.2% | -$748 | 0.08% | 218 |
|
|
2025
Q1 | $302K | Sell |
2,160
-125
| -5% | -$17.5K | 0.08% | 223 |
|
|
2024
Q4 | $394K | Buy |
2,285
+175
| +8% | +$30.2K | 0.11% | 179 |
|
|
2024
Q3 | $323K | Hold |
2,110
| – | – | 0.09% | 213 |
|
|
2024
Q2 | $261K | Sell |
2,110
-15
| -0.7% | -$1.86K | 0.08% | 233 |
|
|
2024
Q1 | $279K | Buy |
2,125
+20
| +1% | +$2.63K | 0.09% | 219 |
|
|
2023
Q4 | $276K | Hold |
2,105
| – | – | 0.1% | 180 |
|
|
2023
Q3 | $226K | Buy |
+2,105
| New | +$226K | 0.09% | 184 |
|
|
2022
Q2 | – | Sell |
-2,152
| Closed | -$273K | – | 191 |
|
|
2022
Q1 | $273K | Buy |
2,152
+29
| +1% | +$3.68K | 0.09% | 168 |
|
|
2021
Q4 | $275K | Sell |
2,123
-47
| -2% | -$6.09K | 0.08% | 174 |
|
|
2021
Q3 | $252K | Buy |
2,170
+65
| +3% | +$7.55K | 0.08% | 189 |
|
|
2021
Q2 | $204K | Buy |
+2,105
| New | +$204K | 0.07% | 203 |
|