Palumbo Wealth 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 | $543K | Sell |
3,633
-74
| -2% | -$11.1K | 0.17% | 95 |
|
|
2025
Q1 | $518K | Buy |
3,707
+262
| +8% | +$36.6K | 0.17% | 89 |
|
|
2024
Q4 | $594K | Buy |
3,445
+17
| +0.5% | +$2.93K | 0.22% | 75 |
|
|
2024
Q3 | $525K | Buy |
3,428
+3
| +0.1% | +$459 | 0.2% | 81 |
|
|
2024
Q2 | $424K | Sell |
3,425
-4
| -0.1% | -$495 | 0.18% | 87 |
|
|
2024
Q1 | $450K | Sell |
3,429
-111
| -3% | -$14.6K | 0.2% | 81 |
|
|
2023
Q4 | $463K | Buy |
3,540
+1
| +0% | +$131 | 0.24% | 73 |
|
|
2023
Q3 | $379K | Sell |
3,539
-26
| -0.7% | -$2.79K | 0.21% | 76 |
|
|
2023
Q2 | $331K | Sell |
3,565
-5,180
| -59% | -$482K | 0.2% | 75 |
|
|
2023
Q1 | $768K | Sell |
8,745
-569
| -6% | -$50K | 0.51% | 46 |
|
|
2022
Q4 | $691K | Buy |
9,314
+558
| +6% | +$41.4K | 0.55% | 44 |
|
|
2022
Q3 | $733K | Buy |
8,756
+307
| +4% | +$25.7K | 0.62% | 40 |
|
|
2022
Q2 | $771K | Buy |
8,449
+284
| +3% | +$25.9K | 0.61% | 39 |
|
|
2022
Q1 | $1.04M | Buy |
8,165
+33
| +0.4% | +$4.19K | 0.67% | 35 |
|
|
2021
Q4 | $1.05M | Buy |
8,132
+83
| +1% | +$10.7K | 0.66% | 31 |
|
|
2021
Q3 | $936K | Sell |
8,049
-4,543
| -36% | -$528K | 0.62% | 30 |
|
|
2021
Q2 | $1.22M | Buy |
12,592
+381
| +3% | +$37K | 0.82% | 23 |
|
|
2021
Q1 | $910K | Buy |
12,211
+188
| +2% | +$14K | 0.69% | 33 |
|
|
2020
Q4 | $779K | Buy |
+12,023
| New | +$779K | 0.63% | 32 |
|