Pinnacle Wealth Planning Services’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
2,208
+427
| +24% | +$63.9K | 0.04% | 275 |
|
|
2025
Q1 | $249K | Buy |
1,781
+45
| +3% | +$6.29K | 0.04% | 302 |
|
|
2024
Q4 | $299K | Sell |
1,736
-440
| -20% | -$75.9K | 0.05% | 250 |
|
|
2024
Q3 | $333K | Buy |
2,176
+37
| +2% | +$5.67K | 0.05% | 275 |
|
|
2024
Q2 | $265K | Buy |
2,139
+222
| +12% | +$27.5K | 0.04% | 324 |
|
|
2024
Q1 | $252K | Buy |
+1,917
| New | +$252K | 0.04% | 352 |
|
|
2021
Q1 | – | Sell |
-91
| Closed | -$6K | – | 579 |
|
|
2020
Q4 | $6K | Buy |
+91
| New | +$6K | ﹤0.01% | 1572 |
|