PFG 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 | $249K | Buy |
1,667
+100
| +6% | +$15K | 0.13% | 51 |
|
|
2025
Q1 | $219K | Buy |
1,567
+59
| +4% | +$8.25K | 0.12% | 53 |
|
|
2024
Q4 | $260K | Sell |
1,508
-10
| -0.7% | -$1.72K | 0.15% | 39 |
|
|
2024
Q3 | $232K | Sell |
1,518
-285
| -16% | -$43.6K | 0.13% | 48 |
|
|
2024
Q2 | $223K | Sell |
1,803
-22
| -1% | -$2.72K | 0.14% | 47 |
|
|
2024
Q1 | $240K | Sell |
1,825
-180
| -9% | -$23.6K | 0.15% | 41 |
|
|
2023
Q4 | $262K | Buy |
2,005
+1,687
| +531% | +$221K | 0.18% | 30 |
|
|
2023
Q3 | $34.1K | Sell |
318
-663
| -68% | -$71K | 0.03% | 120 |
|
|
2023
Q2 | $91.2K | Buy |
981
+4
| +0.4% | +$372 | 0.05% | 117 |
|
|
2023
Q1 | $85.8K | Buy |
977
+224
| +30% | +$19.7K | 0.05% | 124 |
|
|
2022
Q4 | $56K | Sell |
753
-173
| -19% | -$12.9K | 0.03% | 137 |
|
|
2022
Q3 | $78K | Sell |
926
-31
| -3% | -$2.61K | 0.05% | 104 |
|
|
2022
Q2 | $87K | Hold |
957
| – | – | 0.05% | 118 |
|
|
2022
Q1 | $121K | Buy |
957
+935
| +4,250% | +$118K | 0.06% | 80 |
|
|
2021
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 259 |
|
|
2021
Q3 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 238 |
|