Schwarz Dygos Wheeler Investment 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 | $248K | Hold |
1,655
| – | – | 0.06% | 148 |
|
|
2025
Q1 | $231K | Hold |
1,655
| – | – | 0.05% | 149 |
|
|
2024
Q4 | $285K | Buy |
1,655
+5
| +0.3% | +$862 | 0.07% | 130 |
|
|
2024
Q3 | $253K | Hold |
1,650
| – | – | 0.06% | 135 |
|
|
2024
Q2 | $204K | Hold |
1,650
| – | – | 0.05% | 141 |
|
|
2024
Q1 | $217K | Sell |
1,650
-773
| -32% | -$102K | 0.06% | 138 |
|
|
2023
Q4 | $317K | Buy |
+2,423
| New | +$317K | 0.1% | 115 |
|
|
2022
Q2 | – | Sell |
-3,050
| Closed | -$387K | – | 129 |
|
|
2022
Q1 | $387K | Hold |
3,050
| – | – | 0.13% | 92 |
|
|
2021
Q4 | $395K | Hold |
3,050
| – | – | 0.13% | 93 |
|
|
2021
Q3 | $355K | Hold |
3,050
| – | – | 0.13% | 93 |
|
|
2021
Q2 | $296K | Hold |
3,050
| – | – | 0.11% | 103 |
|
|
2021
Q1 | $227K | Buy |
+3,050
| New | +$227K | 0.09% | 112 |
|