Tandem Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
2,348
+550
| +31% | +$82.3K | 0.17% | 40 |
|
|
2025
Q1 | $251K | Sell |
1,798
-609
| -25% | -$85.1K | 0.13% | 50 |
|
|
2024
Q4 | $415K | Buy |
2,407
+12
| +0.5% | +$2.07K | 0.21% | 33 |
|
|
2024
Q3 | $367K | Sell |
2,395
-31
| -1% | -$4.75K | 0.19% | 39 |
|
|
2024
Q2 | $300K | Hold |
2,426
| – | – | 0.16% | 42 |
|
|
2024
Q1 | $319K | Hold |
2,426
| – | – | 0.18% | 38 |
|
|
2023
Q4 | $318K | Sell |
2,426
-74
| -3% | -$9.69K | 0.18% | 38 |
|
|
2023
Q3 | $268K | Sell |
2,500
-61
| -2% | -$6.54K | 0.16% | 40 |
|
|
2023
Q2 | $238K | Buy |
2,561
+217
| +9% | +$20.2K | 0.14% | 46 |
|
|
2023
Q1 | $206K | Hold |
2,344
| – | – | 0.13% | 45 |
|
|
2022
Q4 | $174K | Buy |
+2,344
| New | +$174K | 0.11% | 53 |
|