Pinnacle Wealth Management Advisory Group’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $754K | Buy |
5,040
+368
| +8% | +$55K | 0.06% | 170 |
|
|
2025
Q1 | $653K | Buy |
4,672
+97
| +2% | +$13.6K | 0.06% | 177 |
|
|
2024
Q4 | $789K | Buy |
4,575
+6
| +0.1% | +$1.04K | 0.07% | 151 |
|
|
2024
Q3 | $700K | Buy |
4,569
+244
| +6% | +$37.4K | 0.07% | 162 |
|
|
2024
Q2 | $535K | Buy |
4,325
+745
| +21% | +$92.2K | 0.06% | 184 |
|
|
2024
Q1 | $470K | Buy |
3,580
+70
| +2% | +$9.2K | 0.05% | 198 |
|
|
2023
Q4 | $460K | Buy |
3,510
+237
| +7% | +$31K | 0.05% | 195 |
|
|
2023
Q3 | $351K | Buy |
3,273
+1,093
| +50% | +$117K | 0.05% | 215 |
|
|
2023
Q2 | $203K | Buy |
+2,180
| New | +$203K | 0.03% | 309 |
|
|
2023
Q1 | – | Sell |
-3,040
| Closed | -$226K | – | 323 |
|
|
2022
Q4 | $226K | Sell |
3,040
-2,399
| -44% | -$178K | 0.03% | 267 |
|
|
2022
Q3 | $455K | Sell |
5,439
-2,038
| -27% | -$170K | 0.08% | 173 |
|
|
2022
Q2 | $682K | Sell |
7,477
-4,205
| -36% | -$384K | 0.11% | 138 |
|
|
2022
Q1 | $1.48M | Sell |
11,682
-500
| -4% | -$63.5K | 0.21% | 99 |
|
|
2021
Q4 | $1.58M | Buy |
12,182
+9,600
| +372% | +$1.24M | 0.26% | 87 |
|
|
2021
Q3 | $300K | Buy |
2,582
+420
| +19% | +$48.8K | 0.07% | 178 |
|
|
2021
Q2 | $210K | Buy |
+2,162
| New | +$210K | 0.05% | 210 |
|