Perennial Investment Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
4,011
+192
| +5% | +$28.7K | 0.06% | 239 |
|
|
2025
Q1 | $534K | Buy |
3,819
+181
| +5% | +$25.3K | 0.06% | 236 |
|
|
2024
Q4 | $627K | Buy |
3,638
+155
| +4% | +$26.7K | 0.07% | 200 |
|
|
2024
Q3 | $533K | Buy |
3,483
+331
| +11% | +$50.7K | 0.07% | 202 |
|
|
2024
Q2 | $390K | Buy |
3,152
+14
| +0.4% | +$1.73K | 0.06% | 232 |
|
|
2024
Q1 | $412K | Sell |
3,138
-700
| -18% | -$92K | 0.06% | 206 |
|
|
2023
Q4 | $503K | Buy |
3,838
+632
| +20% | +$82.8K | 0.08% | 175 |
|
|
2023
Q3 | $344K | Buy |
3,206
+2
| +0.1% | +$214 | 0.06% | 214 |
|
|
2023
Q2 | $298K | Buy |
3,204
+190
| +6% | +$17.7K | 0.05% | 240 |
|
|
2023
Q1 | $265K | Buy |
3,014
+66
| +2% | +$5.8K | 0.05% | 257 |
|
|
2022
Q4 | $219K | Buy |
2,948
+211
| +8% | +$15.7K | 0.09% | 191 |
|
|
2022
Q3 | $229K | Buy |
2,737
+410
| +18% | +$34.3K | 0.1% | 167 |
|
|
2022
Q2 | $211K | Hold |
2,327
| – | – | 0.08% | 175 |
|
|
2022
Q1 | $295K | Hold |
2,327
| – | – | 0.09% | 167 |
|
|
2021
Q4 | $302K | Buy |
2,327
+175
| +8% | +$22.7K | 0.09% | 171 |
|
|
2021
Q3 | $252K | Hold |
2,152
| – | – | 0.09% | 178 |
|
|
2021
Q2 | $209K | Buy |
+2,152
| New | +$209K | 0.08% | 201 |
|