Ritholtz Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.21M | Buy |
14,791
+2,810
| +23% | +$420K | 0.05% | 271 |
|
2025
Q1 | $1.67M | Buy |
11,981
+2,206
| +23% | +$308K | 0.05% | 285 |
|
2024
Q4 | $1.69M | Sell |
9,775
-464
| -5% | -$80K | 0.05% | 261 |
|
2024
Q3 | $1.57M | Buy |
10,239
+969
| +10% | +$148K | 0.05% | 280 |
|
2024
Q2 | $1.15M | Buy |
9,270
+201
| +2% | +$24.9K | 0.04% | 322 |
|
2024
Q1 | $1.19M | Buy |
9,069
+1,169
| +15% | +$154K | 0.04% | 311 |
|
2023
Q4 | $1.03M | Buy |
7,900
+38
| +0.5% | +$4.98K | 0.04% | 305 |
|
2023
Q3 | $842K | Buy |
7,862
+1,749
| +29% | +$187K | 0.04% | 327 |
|
2023
Q2 | $568K | Sell |
6,113
-3,885
| -39% | -$361K | 0.03% | 404 |
|
2023
Q1 | $878K | Buy |
9,998
+1,386
| +16% | +$122K | 0.04% | 291 |
|
2022
Q4 | $639K | Sell |
8,612
-1,655
| -16% | -$123K | 0.04% | 320 |
|
2022
Q3 | $859K | Sell |
10,267
-910
| -8% | -$76.1K | 0.05% | 276 |
|
2022
Q2 | $1.02M | Sell |
11,177
-1,915
| -15% | -$175K | 0.06% | 177 |
|
2022
Q1 | $1.66M | Buy |
13,092
+46
| +0.4% | +$5.84K | 0.11% | 113 |
|
2021
Q4 | $1.69M | Buy |
13,046
+424
| +3% | +$54.9K | 0.1% | 93 |
|
2021
Q3 | $1.47M | Buy |
12,622
+2,894
| +30% | +$337K | 0.1% | 96 |
|
2021
Q2 | $945K | Buy |
9,728
+677
| +7% | +$65.8K | 0.07% | 150 |
|
2021
Q1 | $675K | Buy |
9,051
+1,400
| +18% | +$104K | 0.06% | 163 |
|
2020
Q4 | $496K | Buy |
7,651
+1,738
| +29% | +$113K | 0.05% | 167 |
|
2020
Q3 | $309K | Buy |
5,913
+850
| +17% | +$44.4K | 0.03% | 203 |
|
2020
Q2 | $287K | Buy |
+5,063
| New | +$287K | 0.04% | 184 |
|
2020
Q1 | – | Sell |
-3,831
| Closed | -$214K | – | 182 |
|
2019
Q4 | $214K | Buy |
+3,831
| New | +$214K | 0.03% | 133 |
|