Sigma Investment Counselors’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 | $551K | Buy |
|
|||||
|
2025
Q2 | $482K | Sell |
|
|||||
|
2025
Q1 | $479K | Hold |
|
|||||
|
2024
Q4 | $591K | Hold |
|
|||||
|
2024
Q3 | $525K | Hold |
|
|||||
|
2024
Q2 | $424K | Hold |
|
|||||
|
2024
Q1 | $450K | Hold |
|
|||||
|
2023
Q4 | $449K | Hold |
|
|||||
|
2023
Q3 | $367K | Buy |
|
|||||
|
2023
Q2 | $298K | Sell |
|
|||||
|
2023
Q1 | $358K | Buy |
|
|||||
|
2022
Q4 | $238K | Hold |
|
|||||
|
2022
Q3 | $269K | Sell |
|
|||||
|
2022
Q2 | $294K | Buy |
|
|||||
|
2022
Q1 | $407K | Hold |
|
|||||
|
2021
Q4 | $415K | Hold |
|
|||||
|
2021
Q3 | $373K | Hold |
|
|||||
|
2021
Q2 | $312K | Buy |
|