Ridgecrest 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 | $233K | Sell |
1,560
-500
| -24% | -$74.8K | 0.12% | 100 |
|
|
2025
Q1 | $288K | Buy |
2,060
+820
| +66% | +$115K | 0.15% | 87 |
|
|
2024
Q4 | $214K | Sell |
1,240
-1,511
| -55% | -$261K | 0.12% | 101 |
|
|
2024
Q3 | $421K | Buy |
2,751
+1
| +0% | +$153 | 0.22% | 70 |
|
|
2024
Q2 | $340K | Hold |
2,750
| – | – | 0.2% | 74 |
|
|
2024
Q1 | $361K | Sell |
2,750
-30
| -1% | -$3.94K | 0.22% | 71 |
|
|
2023
Q4 | $364K | Sell |
2,780
-10
| -0.4% | -$1.31K | 0.24% | 68 |
|
|
2023
Q3 | $299K | Sell |
2,790
-10
| -0.4% | -$1.07K | 0.21% | 73 |
|
|
2023
Q2 | $260K | Hold |
2,800
| – | – | 0.17% | 84 |
|
|
2023
Q1 | $246K | Sell |
2,800
-350
| -11% | -$30.7K | 0.18% | 85 |
|
|
2022
Q4 | $234K | Hold |
3,150
| – | – | 0.18% | 81 |
|
|
2022
Q3 | $264K | Sell |
3,150
-45
| -1% | -$3.77K | 0.22% | 75 |
|
|
2022
Q2 | $291K | Buy |
3,195
+20
| +0.6% | +$1.82K | 0.21% | 80 |
|
|
2022
Q1 | $403K | Sell |
3,175
-875
| -22% | -$111K | 0.26% | 69 |
|
|
2021
Q4 | $524K | Hold |
4,050
| – | – | 0.26% | 74 |
|
|
2021
Q3 | $471K | Buy |
4,050
+1,500
| +59% | +$174K | 0.26% | 71 |
|
|
2021
Q2 | $248K | Sell |
2,550
-450
| -15% | -$43.8K | 0.15% | 95 |
|
|
2021
Q1 | $224K | Buy |
+3,000
| New | +$224K | 0.21% | 81 |
|