Sax Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.48M | Buy |
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|
2025
Q2 | $1.23M | Buy |
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|
2025
Q1 | $849K | Buy |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $951K | Sell |
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|
2024
Q2 | $781K | Buy |
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|
2024
Q1 | $781K | Buy |
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|
2023
Q4 | $778K | Buy |
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|
2023
Q3 | $637K | Buy |
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|
2023
Q2 | $533K | Sell |
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|
2023
Q1 | $535K | Buy |
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|
2022
Q4 | $426K | Sell |
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|
2022
Q3 | $481K | Buy |
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|
2022
Q2 | $524K | Buy |
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|
2022
Q1 | $729K | Buy |
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|
2021
Q4 | $742K | Buy |
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|
2021
Q3 | $652K | Hold |
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|
2021
Q2 | $544K | Hold |
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|
2021
Q1 | $417K | Hold |
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|
2020
Q4 | $363K | Buy |
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