Personal CFO Solutions’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Buy |
4,823
+184
| +4% | +$27.5K | 0.13% | 165 |
|
|
2025
Q1 | $648K | Buy |
4,639
+165
| +4% | +$23.1K | 0.13% | 172 |
|
|
2024
Q4 | $771K | Buy |
4,474
+845
| +23% | +$146K | 0.15% | 137 |
|
|
2024
Q3 | $556K | Buy |
3,629
+152
| +4% | +$23.3K | 0.08% | 241 |
|
|
2024
Q2 | $431K | Buy |
3,477
+529
| +18% | +$65.5K | 0.07% | 283 |
|
|
2024
Q1 | $387K | Buy |
2,948
+378
| +15% | +$49.7K | 0.06% | 321 |
|
|
2023
Q4 | $336K | Buy |
2,570
+65
| +3% | +$8.51K | 0.06% | 341 |
|
|
2023
Q3 | $268K | Sell |
2,505
-134
| -5% | -$14.4K | 0.05% | 347 |
|
|
2023
Q2 | $245K | Buy |
2,639
+152
| +6% | +$14.1K | 0.05% | 387 |
|
|
2023
Q1 | $218K | Buy |
+2,487
| New | +$218K | 0.05% | 425 |
|
|
2022
Q2 | – | Sell |
-2,086
| Closed | -$265K | – | 443 |
|
|
2022
Q1 | $265K | Buy |
+2,086
| New | +$265K | 0.05% | 368 |
|