Sheets Smith Wealth Management’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 | $858K | Sell |
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|
2025
Q2 | $1.09M | Hold |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.33M | Hold |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $1.36M | Sell |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.04M | Hold |
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|
2022
Q4 | $880K | Hold |
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|
2022
Q3 | $993K | Buy |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.58M | Sell |
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|
2021
Q4 | $1.61M | Buy |
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|
2021
Q3 | $847K | Sell |
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|
2021
Q2 | $718K | Hold |
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|
2021
Q1 | $551K | Hold |
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|
2020
Q4 | $479K | Hold |
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|
2020
Q3 | $386K | Hold |
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|
2020
Q2 | $419K | Buy |
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|
2020
Q1 | $291K | Buy |
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|
2019
Q4 | $222K | Buy |
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