Plancorp LLC’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
1,857
+46
+3% +$6.88K 0.01% 306
2025
Q1
$253K Buy
1,811
+148
+9% +$20.7K 0.01% 309
2024
Q4
$287K Buy
1,663
+85
+5% +$14.7K 0.01% 257
2024
Q3
$242K Buy
+1,578
New +$242K 0.01% 278
2024
Q2
Sell
-1,673
Closed -$220K 296
2024
Q1
$220K Buy
1,673
+76
+5% +$9.98K 0.01% 273
2023
Q4
$209K Buy
+1,597
New +$209K 0.01% 265