RSWM
Robertson Stephens Wealth Management’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
7,167
+1,539
| +27% | +$230K | 0.03% | 261 |
|
|
2025
Q1 | $787K | Buy |
5,628
+724
| +15% | +$101K | 0.03% | 288 |
|
|
2024
Q4 | $845K | Sell |
4,904
-2,787
| -36% | -$480K | 0.03% | 274 |
|
|
2024
Q3 | $1.18M | Buy |
7,691
+4,034
| +110% | +$618K | 0.04% | 258 |
|
|
2024
Q2 | $453K | Sell |
3,657
-213
| -6% | -$26.4K | 0.02% | 344 |
|
|
2024
Q1 | $508K | Buy |
3,870
+1,596
| +70% | +$210K | 0.03% | 337 |
|
|
2023
Q4 | $298K | Sell |
2,274
-1,711
| -43% | -$224K | 0.02% | 382 |
|
|
2023
Q3 | $427K | Buy |
3,985
+521
| +15% | +$55.8K | 0.03% | 325 |
|
|
2023
Q2 | $322K | Buy |
+3,464
| New | +$322K | 0.02% | 343 |
|
|
2022
Q2 | – | Sell |
-2,641
| Closed | -$335K | – | 378 |
|
|
2022
Q1 | $335K | Sell |
2,641
-2,469
| -48% | -$313K | 0.03% | 293 |
|
|
2021
Q4 | $661K | Buy |
+5,110
| New | +$661K | 0.06% | 231 |
|