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 |
|