Shepherd Financial Partners’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84M | Buy |
|
|||||
|
2025
Q1 | $4.41M | Buy |
|
|||||
|
2024
Q4 | $5.31M | Buy |
|
|||||
|
2024
Q3 | $4.55M | Sell |
|
|||||
|
2024
Q2 | $3.74M | Buy |
|
|||||
|
2024
Q1 | $3.96M | Buy |
|
|||||
|
2023
Q4 | $3.84M | Sell |
|
|||||
|
2023
Q3 | $3.19M | Sell |
|
|||||
|
2023
Q2 | $2.77M | Buy |
|
|||||
|
2023
Q1 | $2.36M | Buy |
|
|||||
|
2022
Q4 | $1.82M | Buy |
|
|||||
|
2022
Q3 | $1.92M | Buy |
|
|||||
|
2022
Q2 | $2.03M | Buy |
|
|||||
|
2022
Q1 | $2.79M | Sell |
|
|||||
|
2021
Q4 | $2.87M | Buy |
|
|||||
|
2021
Q3 | $2.58M | Sell |
|
|||||
|
2021
Q2 | $2.29M | Buy |
|
|||||
|
2021
Q1 | $1.75M | Buy |
|
|||||
|
2020
Q4 | $1.52M | Buy |
|
|||||
|
2020
Q3 | $1.22M | Buy |
|
|||||
|
2020
Q2 | $1.33M | Buy |
|
|||||
|
2020
Q1 | $1.07M | Sell |
|
|||||
|
2019
Q4 | $4.38M | Sell |
|
|||||
|
2019
Q3 | $3.92M | Sell |
|
|||||
|
2019
Q2 | $3.7M | Buy |
|
|||||
|
2019
Q1 | $2.91M | Buy |
|
|||||
|
2018
Q4 | $2.48M | Buy |
|
|||||
|
2018
Q3 | $2.68M | Hold |
|
|||||
|
2018
Q2 | $2.76M | Sell |
|
|||||
|
2018
Q1 | $4.17M | Sell |
|
|||||
|
2017
Q4 | $4.36M | Sell |
|
|||||
|
2017
Q3 | $4.83M | Buy |
|
|||||
|
2017
Q2 | $4.76M | Sell |
|
|||||
|
2017
Q1 | $4.26M | Buy |
|