RKL 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 | $4.19M | Sell |
27,992
-1,092
| -4% | -$163K | 0.37% | 38 |
|
|
2025
Q1 | $4.07M | Buy |
29,084
+548
| +2% | +$76.6K | 0.38% | 43 |
|
|
2024
Q4 | $4.92M | Sell |
28,536
-46
| -0.2% | -$7.93K | 0.44% | 37 |
|
|
2024
Q3 | $4.38M | Buy |
28,582
+540
| +2% | +$82.7K | 0.4% | 36 |
|
|
2024
Q2 | $3.47M | Buy |
28,042
+1,162
| +4% | +$144K | 0.33% | 43 |
|
|
2024
Q1 | $3.53M | Buy |
26,880
+1,344
| +5% | +$177K | 0.35% | 43 |
|
|
2023
Q4 | $3.34M | Buy |
25,536
+1,156
| +5% | +$151K | 0.36% | 44 |
|
|
2023
Q3 | $2.61M | Sell |
24,380
-227
| -0.9% | -$24.3K | 0.32% | 47 |
|
|
2023
Q2 | $2.29M | Sell |
24,607
-89
| -0.4% | -$8.27K | 0.27% | 52 |
|
|
2023
Q1 | $2.17M | Sell |
24,696
-327
| -1% | -$28.7K | 0.27% | 53 |
|
|
2022
Q4 | $1.86M | Buy |
25,023
+117
| +0.5% | +$8.68K | 0.25% | 55 |
|
|
2022
Q3 | $2.09M | Sell |
24,906
-294
| -1% | -$24.6K | 0.3% | 50 |
|
|
2022
Q2 | $2.3M | Buy |
25,200
+64
| +0.3% | +$5.84K | 0.32% | 48 |
|
|
2022
Q1 | $3.19M | Sell |
25,136
-546
| -2% | -$69.3K | 0.38% | 40 |
|
|
2021
Q4 | $3.32M | Sell |
25,682
-573
| -2% | -$74.1K | 0.39% | 40 |
|
|
2021
Q3 | $3.06M | Sell |
26,255
-453
| -2% | -$52.7K | 0.39% | 41 |
|
|
2021
Q2 | $2.59M | Sell |
26,708
-730
| -3% | -$70.9K | 0.33% | 42 |
|
|
2021
Q1 | $2.05M | Sell |
27,438
-824
| -3% | -$61.4K | 0.27% | 50 |
|
|
2020
Q4 | $1.83M | Buy |
28,262
+122
| +0.4% | +$7.91K | 0.26% | 55 |
|
|
2020
Q3 | $1.47M | Buy |
28,140
+196
| +0.7% | +$10.2K | 0.23% | 59 |
|
|
2020
Q2 | $1.58M | Buy |
+27,944
| New | +$1.58M | 0.27% | 53 |
|