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 |
|