Sax Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
8,199
+2,124
| +35% | +$318K | 0.07% | 150 |
|
|
2025
Q1 | $849K | Buy |
6,075
+34
| +0.6% | +$4.75K | 0.06% | 163 |
|
|
2024
Q4 | $1.04M | Sell |
6,041
-171
| -3% | -$29.5K | 0.08% | 120 |
|
|
2024
Q3 | $951K | Sell |
6,212
-94
| -1% | -$14.4K | 0.08% | 97 |
|
|
2024
Q2 | $781K | Buy |
6,306
+358
| +6% | +$44.3K | 0.07% | 106 |
|
|
2024
Q1 | $781K | Buy |
5,948
+2
| +0% | +$263 | 0.09% | 86 |
|
|
2023
Q4 | $778K | Buy |
5,946
+2
| +0% | +$262 | 0.13% | 84 |
|
|
2023
Q3 | $637K | Buy |
5,944
+210
| +4% | +$22.5K | 0.13% | 93 |
|
|
2023
Q2 | $533K | Sell |
5,734
-359
| -6% | -$33.4K | 0.11% | 107 |
|
|
2023
Q1 | $535K | Buy |
6,093
+351
| +6% | +$30.8K | 0.12% | 103 |
|
|
2022
Q4 | $426K | Sell |
5,742
-8
| -0.1% | -$594 | 0.1% | 114 |
|
|
2022
Q3 | $481K | Buy |
5,750
+3
| +0.1% | +$251 | 0.12% | 100 |
|
|
2022
Q2 | $524K | Buy |
5,747
+8
| +0.1% | +$729 | 0.13% | 100 |
|
|
2022
Q1 | $729K | Buy |
5,739
+5
| +0.1% | +$635 | 0.18% | 75 |
|
|
2021
Q4 | $742K | Buy |
5,734
+134
| +2% | +$17.3K | 0.15% | 85 |
|
|
2021
Q3 | $652K | Hold |
5,600
| – | – | 0.15% | 87 |
|
|
2021
Q2 | $544K | Hold |
5,600
| – | – | 0.19% | 95 |
|
|
2021
Q1 | $417K | Hold |
5,600
| – | – | 0.15% | 93 |
|
|
2020
Q4 | $363K | Buy |
+5,600
| New | +$363K | 0.17% | 91 |
|