Summit Trail Advisors’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 | $4.81M | Buy |
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|
2025
Q1 | $3.31M | Buy |
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|
2024
Q4 | $3.63M | Buy |
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|
2024
Q3 | $2.2M | Buy |
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|
2024
Q2 | $1.74M | Buy |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $1.61M | Sell |
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|
2023
Q3 | $1.63M | Buy |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $1.36M | Buy |
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|
2022
Q3 | $1.46M | Sell |
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|
2022
Q2 | $1.77M | Buy |
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|
2022
Q1 | $1.93M | Buy |
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|
2021
Q4 | $1.81M | Buy |
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|
2021
Q3 | $1.61M | Sell |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $914K | Hold |
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|
2020
Q4 | $794K | Hold |
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|
2020
Q3 | $680K | Sell |
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|
2020
Q2 | $697K | Buy |
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|
2020
Q1 | $243K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $373K | Hold |
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|
2018
Q3 | $476K | Hold |
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|
2018
Q2 | $402K | Hold |
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|
2018
Q1 | $0 | Buy |
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|
2017
Q4 | $80K | Buy |
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