Paragon Private 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
$554K Sell
3,704
-126
-3% -$18.8K 0.22% 121
2025
Q1
$535K Sell
3,830
-875
-19% -$122K 0.25% 110
2024
Q4
$811K Buy
4,705
+118
+3% +$20.3K 0.37% 73
2024
Q3
$702K Buy
4,587
+419
+10% +$64.2K 0.35% 80
2024
Q2
$516K Sell
4,168
-112
-3% -$13.9K 0.29% 95
2024
Q1
$562K Sell
4,280
-228
-5% -$30K 0.33% 86
2023
Q4
$590K Sell
4,508
-209
-4% -$27.4K 0.41% 75
2023
Q3
$505K Sell
4,717
-1,487
-24% -$159K 0.42% 75
2023
Q2
$577K Sell
6,204
-1,305
-17% -$121K 0.46% 71
2023
Q1
$660K Buy
7,509
+879
+13% +$77.2K 0.56% 61
2022
Q4
$492K Buy
6,630
+70
+1% +$5.19K 0.44% 68
2022
Q3
$601K Buy
6,560
+213
+3% +$19.5K 0.58% 49
2022
Q2
$579K Buy
6,347
+1,925
+44% +$176K 0.62% 51
2022
Q1
$525K Buy
4,422
+1,132
+34% +$134K 0.51% 60
2021
Q4
$426K Buy
+3,290
New +$426K 0.38% 71