PDS Planning’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
2,891
+180
| +7% | +$26.9K | 0.03% | 266 |
|
|
2025
Q1 | $379K | Buy |
2,711
+606
| +29% | +$84.7K | 0.03% | 270 |
|
|
2024
Q4 | $363K | Buy |
2,105
+11
| +0.5% | +$1.9K | 0.03% | 247 |
|
|
2024
Q3 | $321K | Buy |
2,094
+119
| +6% | +$18.2K | 0.03% | 277 |
|
|
2024
Q2 | $245K | Buy |
1,975
+9
| +0.5% | +$1.11K | 0.02% | 312 |
|
|
2024
Q1 | $258K | Buy |
1,966
+267
| +16% | +$35.1K | 0.03% | 293 |
|
|
2023
Q4 | $222K | Buy |
+1,699
| New | +$222K | 0.03% | 306 |
|