Relyea Zuckerberg Hanson’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
2,744
-225
| -8% | -$33.7K | 0.05% | 179 |
|
|
2025
Q1 | $415K | Sell |
2,969
-119
| -4% | -$16.6K | 0.06% | 171 |
|
|
2024
Q4 | $532K | Buy |
3,088
+170
| +6% | +$29.3K | 0.07% | 141 |
|
|
2024
Q3 | $447K | Buy |
2,918
+199
| +7% | +$30.5K | 0.07% | 146 |
|
|
2024
Q2 | $337K | Buy |
2,719
+18
| +0.7% | +$2.23K | 0.06% | 170 |
|
|
2024
Q1 | $355K | Sell |
2,701
-187
| -6% | -$24.6K | 0.06% | 156 |
|
|
2023
Q4 | $378K | Buy |
2,888
+425
| +17% | +$55.6K | 0.07% | 140 |
|
|
2023
Q3 | $264K | Buy |
2,463
+165
| +7% | +$17.7K | 0.06% | 160 |
|
|
2023
Q2 | $214K | Sell |
2,298
-235
| -9% | -$21.9K | 0.05% | 181 |
|
|
2023
Q1 | $222K | Buy |
+2,533
| New | +$222K | 0.05% | 171 |
|