Plante Moran Financial Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Hold |
765
| – | – | 0.01% | 224 |
|
|
2025
Q1 | $107K | Sell |
765
-63
| -8% | -$8.81K | 0.01% | 233 |
|
|
2024
Q4 | $143K | Buy |
828
+324
| +64% | +$55.9K | 0.01% | 212 |
|
|
2024
Q3 | $77.2K | Buy |
504
+4
| +0.8% | +$613 | 0.01% | 318 |
|
|
2024
Q2 | $61.9K | Hold |
500
| – | – | 0.01% | 310 |
|
|
2024
Q1 | $65.7K | Sell |
500
-1,851
| -79% | -$243K | 0.01% | 300 |
|
|
2023
Q4 | $308K | Buy |
2,351
+1,851
| +370% | +$242K | 0.03% | 123 |
|
|
2023
Q3 | $53.6K | Hold |
500
| – | – | 0.01% | 285 |
|
|
2023
Q2 | $46.5K | Hold |
500
| – | – | 0.01% | 313 |
|
|
2023
Q1 | $43.9K | Sell |
500
-7
| -1% | -$615 | 0.01% | 306 |
|
|
2022
Q4 | $37.6K | Sell |
507
-3,571
| -88% | -$265K | 0.01% | 349 |
|
|
2022
Q3 | $341K | Buy |
4,078
+457
| +13% | +$38.2K | 0.06% | 100 |
|
|
2022
Q2 | $330K | Buy |
3,621
+53
| +1% | +$4.83K | 0.06% | 108 |
|
|
2022
Q1 | $453K | Sell |
3,568
-23
| -0.6% | -$2.92K | 0.08% | 91 |
|
|
2021
Q4 | $465K | Sell |
3,591
-371
| -9% | -$48K | 0.08% | 91 |
|
|
2021
Q3 | $461K | Buy |
3,962
+344
| +10% | +$40K | 0.1% | 96 |
|
|
2021
Q2 | $351K | Buy |
3,618
+2
| +0.1% | +$194 | 0.09% | 115 |
|
|
2021
Q1 | $270K | Sell |
3,616
-3,975
| -52% | -$297K | 0.07% | 138 |
|
|
2020
Q4 | $492K | Buy |
7,591
+7,041
| +1,280% | +$456K | 0.15% | 80 |
|
|
2020
Q3 | $29K | Hold |
550
| – | – | 0.01% | 415 |
|
|
2020
Q2 | $31K | Buy |
+550
| New | +$31K | 0.01% | 357 |
|
|
2019
Q4 | – | Sell |
-549
| Closed | -$27K | – | 761 |
|
|
2019
Q3 | $27K | Buy |
+549
| New | +$27K | 0.01% | 436 |
|
|
2019
Q2 | – | Sell |
-337
| Closed | -$12K | – | 777 |
|
|
2019
Q1 | $12K | Buy |
337
+30
| +10% | +$1.07K | ﹤0.01% | 528 |
|
|
2018
Q4 | $9K | Hold |
307
| – | – | ﹤0.01% | 509 |
|
|
2018
Q3 | $12K | Buy |
307
+112
| +57% | +$4.38K | ﹤0.01% | 476 |
|
|
2018
Q2 | $6K | Hold |
195
| – | – | ﹤0.01% | 599 |
|
|
2018
Q1 | $6K | Hold |
195
| – | – | ﹤0.01% | 684 |
|
|
2017
Q4 | $6K | Hold |
195
| – | – | ﹤0.01% | 672 |
|
|
2017
Q3 | $7K | Buy |
195
+115
| +144% | +$4.13K | ﹤0.01% | 595 |
|
|
2017
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 711 |
|
|
2017
Q1 | $2K | Buy |
80
+50
| +167% | +$1.25K | ﹤0.01% | 784 |
|
|
2016
Q4 | $1K | Sell |
30
-245
| -89% | -$8.17K | ﹤0.01% | 901 |
|
|
2016
Q3 | $7K | Buy |
275
+245
| +817% | +$6.24K | ﹤0.01% | 637 |
|
|
2016
Q2 | $1K | Sell |
30
-130
| -81% | -$4.33K | ﹤0.01% | 848 |
|
|
2016
Q1 | $4K | Sell |
160
-90
| -36% | -$2.25K | ﹤0.01% | 608 |
|
|
2015
Q4 | $7K | Sell |
250
-1,210
| -83% | -$33.9K | 0.01% | 635 |
|
|
2015
Q3 | $45K | Sell |
1,460
-1,439
| -50% | -$44.4K | 0.04% | 271 |
|
|
2015
Q2 | $116K | Buy |
2,899
+1,019
| +54% | +$40.8K | 0.08% | 173 |
|
|
2015
Q1 | $72K | Buy |
+1,880
| New | +$72K | 0.05% | 230 |
|