Powell Investment Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $782K | Buy |
6,800
+178
| +3% | +$23.2K | 0.27% | 56 |
|
|
2025
Q4 | $1.02M | Hold |
6,622
| – | – | 0.35% | 39 |
|
|
2025
Q3 | $1.13M | Buy |
6,622
+78
| +1% | +$13.4K | 0.4% | 34 |
|
|
2025
Q2 | $979K | Hold |
6,544
| – | – | 0.37% | 36 |
|
|
2025
Q1 | $915K | Hold |
6,544
| – | – | 0.45% | 31 |
|
|
2024
Q4 | $1.13M | Hold |
6,544
| – | – | 0.52% | 27 |
|
|
2024
Q3 | $1M | Hold |
6,544
| – | – | 0.47% | 37 |
|
|
2024
Q2 | $810K | Buy |
6,544
+1,024
| +19% | +$126K | 0.42% | 38 |
|
|
2024
Q1 | $725K | Hold |
5,520
| – | – | 0.38% | 43 |
|
|
2023
Q4 | $723K | Hold |
5,520
| – | – | 0.4% | 43 |
|
|
2023
Q3 | $591K | Sell |
5,520
-1
| -0% | -$104 | 0.36% | 48 |
|
|
2023
Q2 | $513K | Hold |
5,521
| – | – | 0.3% | 59 |
|
|
2023
Q1 | $485K | Sell |
5,521
-56
| -1% | -$4.95K | 0.27% | 61 |
|
|
2022
Q4 | $414K | Buy |
5,577
+56
| +1% | +$4.84K | 0.24% | 69 |
|
|
2022
Q3 | $462K | Sell |
5,521
-400
| -7% | -$38.7K | 0.3% | 57 |
|
|
2022
Q2 | $540K | Buy |
5,921
+400
| +7% | +$43.2K | 0.33% | 48 |
|
|
2022
Q1 | $701K | Hold |
5,521
| – | – | 0.41% | 36 |
|
|
2021
Q4 | $714K | Hold |
5,521
| – | – | 0.41% | 35 |
|
|
2021
Q3 | $642K | Hold |
5,521
| – | – | 0.4% | 36 |
|
|
2021
Q2 | $536K | Hold |
5,521
| – | – | 0.33% | 41 |
|
|
2021
Q1 | $411K | Hold |
5,521
| – | – | 0.27% | 51 |
|
|
2020
Q4 | $358K | Buy |
5,521
+110
| +2% | +$6.41K | 0.27% | 51 |
|
|
2020
Q3 | $282K | Hold |
5,411
| – | – | 0.24% | 63 |
|
|
2020
Q2 | $307K | Hold |
5,411
| – | – | 0.3% | 60 |
|
|
2020
Q1 | $247K | Buy |
5,411
+500
| +10% | +$27.7K | 0.3% | 66 |
|
|
2019
Q4 | $275K | Buy |
+4,911
| New | +$255K | 0.29% | 75 |
|
Other funds holding BX
VCM
VPM
