Principle Wealth Partners’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.8M | Buy |
32,061
+8,279
| +35% | +$1.24M | 0.3% | 71 |
|
|
2025
Q1 | $3.32M | Buy |
23,782
+5,625
| +31% | +$786K | 0.24% | 92 |
|
|
2024
Q4 | $3.13M | Buy |
18,157
+100
| +0.6% | +$17.2K | 0.22% | 99 |
|
|
2024
Q3 | $2.77M | Sell |
18,057
-1,040
| -5% | -$159K | 0.2% | 107 |
|
|
2024
Q2 | $2.36M | Sell |
19,097
-490
| -3% | -$60.7K | 0.18% | 113 |
|
|
2024
Q1 | $2.57M | Buy |
19,587
+320
| +2% | +$42K | 0.2% | 109 |
|
|
2023
Q4 | $2.52M | Sell |
19,267
-552
| -3% | -$72.3K | 0.22% | 101 |
|
|
2023
Q3 | $2.12M | Buy |
19,819
+2
| +0% | +$214 | 0.21% | 104 |
|
|
2023
Q2 | $1.84M | Buy |
19,817
+100
| +0.5% | +$9.3K | 0.19% | 107 |
|
|
2023
Q1 | $1.73M | Sell |
19,717
-1,200
| -6% | -$105K | 0.19% | 107 |
|
|
2022
Q4 | $1.55M | Hold |
20,917
| – | – | 0.18% | 105 |
|
|
2022
Q3 | $1.75K | Buy |
20,917
+250
| +1% | +$21 | 0.17% | 92 |
|
|
2022
Q2 | $1.89M | Buy |
20,667
+312
| +2% | +$28.5K | 0.23% | 93 |
|
|
2022
Q1 | $2.58M | Buy |
20,355
+220
| +1% | +$27.9K | 0.27% | 82 |
|
|
2021
Q4 | $2.61M | Sell |
20,135
-25
| -0.1% | -$3.23K | 0.27% | 77 |
|
|
2021
Q3 | $2.35M | Buy |
20,160
+85
| +0.4% | +$9.89K | 0.27% | 79 |
|
|
2021
Q2 | $1.95M | Sell |
20,075
-3,475
| -15% | -$338K | 0.22% | 92 |
|
|
2021
Q1 | $1.76M | Hold |
23,550
| – | – | 0.21% | 93 |
|
|
2020
Q4 | $1.53M | Buy |
23,550
+7,650
| +48% | +$496K | 0.2% | 95 |
|
|
2020
Q3 | $830K | Buy |
15,900
+200
| +1% | +$10.4K | 0.23% | 58 |
|
|
2020
Q2 | $890K | Hold |
15,700
| – | – | 0.26% | 54 |
|
|
2020
Q1 | $715K | Buy |
15,700
+1,550
| +11% | +$70.6K | 0.27% | 56 |
|
|
2019
Q4 | $792K | Buy |
14,150
+900
| +7% | +$50.4K | 0.25% | 66 |
|
|
2019
Q3 | $647K | Buy |
+13,250
| New | +$647K | 0.22% | 78 |
|