Pettee Investors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
2,034
| – | – | 0.18% | 93 |
|
|
2025
Q1 | $284K | Hold |
2,034
| – | – | 0.17% | 95 |
|
|
2024
Q4 | $351K | Buy |
2,034
+28
| +1% | +$4.83K | 0.18% | 100 |
|
|
2024
Q3 | $307K | Hold |
2,006
| – | – | 0.15% | 103 |
|
|
2024
Q2 | $248K | Hold |
2,006
| – | – | 0.12% | 109 |
|
|
2024
Q1 | $264K | Hold |
2,006
| – | – | 0.11% | 110 |
|
|
2023
Q4 | $263K | Buy |
2,006
+13
| +0.7% | +$1.7K | 0.12% | 112 |
|
|
2023
Q3 | $214K | Buy |
+1,993
| New | +$214K | 0.1% | 114 |
|
|
2022
Q2 | – | Sell |
-1,920
| Closed | -$244K | – | 117 |
|
|
2022
Q1 | $244K | Hold |
1,920
| – | – | 0.11% | 116 |
|
|
2021
Q4 | $248K | Buy |
+1,920
| New | +$248K | 0.1% | 120 |
|
|
2021
Q3 | – | Sell |
-2,265
| Closed | -$220K | – | 124 |
|
|
2021
Q2 | $220K | Buy |
+2,265
| New | +$220K | 0.1% | 121 |
|