Schwarz Dygos Wheeler Investment Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $255K | Hold |
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|
2025
Q3 | $283K | Hold |
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|
2025
Q2 | $248K | Hold |
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|
2025
Q1 | $231K | Hold |
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|
2024
Q4 | $285K | Buy |
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|
2024
Q3 | $253K | Hold |
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|
2024
Q2 | $204K | Hold |
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|
2024
Q1 | $217K | Sell |
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|
2023
Q4 | $317K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $387K | Hold |
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|
2021
Q4 | $395K | Hold |
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|
2021
Q3 | $355K | Hold |
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|
2021
Q2 | $296K | Hold |
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|
2021
Q1 | $227K | Buy |
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