SIAP
Sterling Investment Advisors (Pennsylvania)’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
19,537
+1,408
| +8% | +$211K | 0.64% | 52 |
|
|
2025
Q1 | $2.53M | Sell |
18,129
-3,173
| -15% | -$444K | 0.61% | 52 |
|
|
2024
Q4 | $3.67M | Sell |
21,302
-1,434
| -6% | -$247K | 0.89% | 33 |
|
|
2024
Q3 | $3.48M | Sell |
22,736
-1,393
| -6% | -$213K | 0.88% | 34 |
|
|
2024
Q2 | $2.99M | Buy |
24,129
+901
| +4% | +$112K | 0.81% | 44 |
|
|
2024
Q1 | $3.05M | Sell |
23,228
-1,223
| -5% | -$161K | 0.86% | 40 |
|
|
2023
Q4 | $3.2M | Sell |
24,451
-712
| -3% | -$93.2K | 1% | 32 |
|
|
2023
Q3 | $2.7M | Sell |
25,163
-517
| -2% | -$55.4K | 0.94% | 35 |
|
|
2023
Q2 | $2.39M | Sell |
25,680
-1,547
| -6% | -$144K | 0.79% | 44 |
|
|
2023
Q1 | $2.39M | Buy |
27,227
+2,337
| +9% | +$205K | 0.81% | 43 |
|
|
2022
Q4 | $1.85M | Sell |
24,890
-654
| -3% | -$48.5K | 0.66% | 49 |
|
|
2022
Q3 | $2.14M | Buy |
25,544
+746
| +3% | +$62.4K | 0.8% | 46 |
|
|
2022
Q2 | $2.26M | Buy |
24,798
+2,072
| +9% | +$189K | 0.78% | 42 |
|
|
2022
Q1 | $2.89M | Sell |
22,726
-674
| -3% | -$85.6K | 0.82% | 35 |
|
|
2021
Q4 | $3.03M | Sell |
23,400
-482
| -2% | -$62.4K | 0.85% | 37 |
|
|
2021
Q3 | $2.78M | Sell |
23,882
-2,144
| -8% | -$249K | 0.83% | 36 |
|
|
2021
Q2 | $2.53M | Sell |
26,026
-90
| -0.3% | -$8.74K | 0.74% | 41 |
|
|
2021
Q1 | $1.95M | Buy |
26,116
+1,466
| +6% | +$109K | 0.63% | 52 |
|
|
2020
Q4 | $1.6M | Sell |
24,650
-5,702
| -19% | -$370K | 0.54% | 60 |
|
|
2020
Q3 | $1.58M | Buy |
30,352
+2,572
| +9% | +$134K | 0.61% | 54 |
|
|
2020
Q2 | $1.57M | Buy |
27,780
+2,543
| +10% | +$144K | 0.65% | 51 |
|
|
2020
Q1 | $1.15M | Sell |
25,237
-1,778
| -7% | -$81K | 0.61% | 50 |
|
|
2019
Q4 | $1.51M | Sell |
27,015
-2,470
| -8% | -$138K | 0.69% | 44 |
|
|
2019
Q3 | $1.44M | Sell |
29,485
-1,567
| -5% | -$76.5K | 0.74% | 44 |
|
|
2019
Q2 | $1.38M | Sell |
31,052
-2,070
| -6% | -$91.9K | 0.71% | 49 |
|
|
2019
Q1 | $1.16M | Sell |
33,122
-1,448
| -4% | -$50.6K | 0.59% | 57 |
|
|
2018
Q4 | $1.03M | Buy |
34,570
+2,538
| +8% | +$75.6K | 0.61% | 52 |
|
|
2018
Q3 | $1.22M | Buy |
32,032
+32
| +0.1% | +$1.22K | 0.64% | 49 |
|
|
2018
Q2 | $1.03M | Buy |
32,000
+3,000
| +10% | +$96.5K | 0.61% | 48 |
|
|
2018
Q1 | $927K | Buy |
29,000
+2,300
| +9% | +$73.5K | 0.57% | 53 |
|
|
2017
Q4 | $855K | Buy |
26,700
+600
| +2% | +$19.2K | 0.53% | 58 |
|
|
2017
Q3 | $871K | Sell |
26,100
-1,700
| -6% | -$56.7K | 0.58% | 53 |
|
|
2017
Q2 | $927K | Buy |
27,800
+5,334
| +24% | +$178K | 0.62% | 51 |
|
|
2017
Q1 | $667K | Buy |
22,466
+1,300
| +6% | +$38.6K | 0.48% | 59 |
|
|
2016
Q4 | $572K | Buy |
+21,166
| New | +$572K | 0.46% | 58 |
|