Plotkin Financial Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Hold |
|
|||||
|
2025
Q1 | $528K | Buy |
|
|||||
|
2024
Q4 | $648K | Hold |
|
|||||
|
2024
Q3 | $576K | Hold |
|
|||||
|
2024
Q2 | $465K | Hold |
|
|||||
|
2024
Q1 | $494K | Hold |
|
|||||
|
2023
Q4 | $492K | Sell |
|
|||||
|
2023
Q3 | $521K | Hold |
|
|||||
|
2023
Q2 | $452K | Hold |
|
|||||
|
2023
Q1 | $427K | Buy |
|
|||||
|
2022
Q4 | $360K | Hold |
|
|||||
|
2022
Q3 | $406K | Hold |
|
|||||
|
2022
Q2 | $443K | Hold |
|
|||||
|
2022
Q1 | $616K | Sell |
|
|||||
|
2021
Q4 | $757K | Sell |
|
|||||
|
2021
Q3 | $797K | Sell |
|
|||||
|
2021
Q2 | $667K | Sell |
|
|||||
|
2021
Q1 | $513K | Sell |
|
|||||
|
2020
Q4 | $2.03M | Sell |
|
|||||
|
2020
Q3 | $1.66M | Sell |
|
|||||
|
2020
Q2 | $2.9M | Sell |
|
|||||
|
2020
Q1 | $2.39M | Sell |
|
|||||
|
2019
Q4 | $3.16M | Buy |
|