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