Sheets Smith 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 | $1.09M | Hold |
7,274
| – | – | 0.13% | 153 |
|
|
2025
Q1 | $1.02M | Sell |
7,274
-40
| -0.5% | -$5.59K | 0.13% | 155 |
|
|
2024
Q4 | $1.26M | Buy |
7,314
+200
| +3% | +$34.5K | 0.15% | 131 |
|
|
2024
Q3 | $1.09M | Sell |
7,114
-3,620
| -34% | -$554K | 0.13% | 149 |
|
|
2024
Q2 | $1.33M | Hold |
10,734
| – | – | 0.16% | 134 |
|
|
2024
Q1 | $1.41M | Buy |
10,734
+320
| +3% | +$42K | 0.16% | 133 |
|
|
2023
Q4 | $1.36M | Sell |
10,414
-700
| -6% | -$91.6K | 0.19% | 109 |
|
|
2023
Q3 | $1.19M | Sell |
11,114
-275
| -2% | -$29.5K | 0.18% | 120 |
|
|
2023
Q2 | $1.06M | Sell |
11,389
-470
| -4% | -$43.7K | 0.15% | 129 |
|
|
2023
Q1 | $1.04M | Hold |
11,859
| – | – | 0.16% | 128 |
|
|
2022
Q4 | $880K | Hold |
11,859
| – | – | 0.14% | 143 |
|
|
2022
Q3 | $993K | Buy |
11,859
+149
| +1% | +$12.5K | 0.17% | 125 |
|
|
2022
Q2 | $1.07M | Sell |
11,710
-725
| -6% | -$66.1K | 0.18% | 122 |
|
|
2022
Q1 | $1.58M | Sell |
12,435
-34
| -0.3% | -$4.32K | 0.22% | 103 |
|
|
2021
Q4 | $1.61M | Buy |
12,469
+5,190
| +71% | +$671K | 0.2% | 111 |
|
|
2021
Q3 | $847K | Sell |
7,279
-116
| -2% | -$13.5K | 0.11% | 155 |
|
|
2021
Q2 | $718K | Hold |
7,395
| – | – | 0.1% | 177 |
|
|
2021
Q1 | $551K | Hold |
7,395
| – | – | 0.08% | 191 |
|
|
2020
Q4 | $479K | Hold |
7,395
| – | – | 0.07% | 205 |
|
|
2020
Q3 | $386K | Hold |
7,395
| – | – | 0.07% | 214 |
|
|
2020
Q2 | $419K | Buy |
7,395
+1,000
| +16% | +$56.7K | 0.08% | 172 |
|
|
2020
Q1 | $291K | Buy |
6,395
+2,420
| +61% | +$110K | 0.06% | 209 |
|
|
2019
Q4 | $222K | Buy |
+3,975
| New | +$222K | 0.04% | 302 |
|