Schrum Private 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 | $502K | Buy |
3,355
+2
| +0.1% | +$299 | 0.4% | 64 |
|
|
2025
Q1 | $469K | Buy |
3,353
+424
| +14% | +$59.3K | 0.41% | 61 |
|
|
2024
Q4 | $505K | Sell |
2,929
-803
| -22% | -$138K | 0.43% | 60 |
|
|
2024
Q3 | $572K | Buy |
3,732
+883
| +31% | +$135K | 0.3% | 81 |
|
|
2024
Q2 | $353K | Sell |
2,849
-29
| -1% | -$3.59K | 0.32% | 75 |
|
|
2024
Q1 | $378K | Buy |
+2,878
| New | +$378K | 0.34% | 75 |
|
|
2023
Q4 | – | Sell |
-2,916
| Closed | -$312K | – | 101 |
|
|
2023
Q3 | $312K | Sell |
2,916
-283
| -9% | -$30.3K | 0.36% | 72 |
|
|
2023
Q2 | $297K | Buy |
3,199
+3
| +0.1% | +$279 | 0.32% | 78 |
|
|
2023
Q1 | $281K | Buy |
3,196
+194
| +6% | +$17K | 0.32% | 84 |
|
|
2022
Q4 | $223K | Sell |
3,002
-1,391
| -32% | -$103K | 0.26% | 99 |
|
|
2022
Q3 | $368K | Buy |
4,393
+383
| +10% | +$32.1K | 0.46% | 64 |
|
|
2022
Q2 | $366K | Buy |
4,010
+2
| +0% | +$183 | 0.41% | 70 |
|
|
2022
Q1 | $503K | Sell |
4,008
-7
| -0.2% | -$878 | 0.5% | 60 |
|
|
2021
Q4 | $520K | Buy |
+4,015
| New | +$520K | 0.47% | 60 |
|