Tortoise Investment Management’s Blackstone BX Stock Holding History

Tortoise Investment Management’s Portfolio BX Stock Details BX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$121K	Buy	808 +30	+4%	+$4.49K	0.01%	269
2025 Q1	$109K	Sell	778 -30	-4%	-$4.19K	0.01%	272
2024 Q4	$139K	Hold	808	–	–	0.01%	267
2024 Q3	$124K	Sell	808 -14	-2%	-$2.14K	0.01%	284
2024 Q2	$102K	Buy	822 +398	+94%	+$49.3K	0.01%	295
2024 Q1	$55.7K	Sell	424 -52	-11%	-$6.83K	0.01%	369
2023 Q4	$62.3K	Buy	476 +52	+12%	+$6.81K	0.01%	334
2023 Q3	$45.4K	Hold	424	–	–	0.01%	351
2023 Q2	$39.4K	Hold	424	–	–	0.01%	368
2023 Q1	$37.2K	Hold	424	–	–	0.01%	365
2022 Q4	$31.5K	Hold	424	–	–	0.01%	383
2022 Q3	$35K	Sell	424 -31	-7%	-$2.56K	0.01%	359
2022 Q2	$42K	Buy	455 +55	+14%	+$5.08K	0.01%	323
2022 Q1	$51K	Hold	400	–	–	0.01%	300
2021 Q4	$52K	Hold	400	–	–	0.01%	290
2021 Q3	$47K	Hold	400	–	–	0.01%	282
2021 Q2	$39K	Hold	400	–	–	0.01%	296
2021 Q1	$30K	Hold	400	–	–	0.01%	306
2020 Q4	$26K	Hold	400	–	–	0.01%	301
2020 Q3	$21K	Hold	400	–	–	0.01%	304
2020 Q2	$23K	Hold	400	–	–	0.01%	282
2020 Q1	$18K	Hold	400	–	–	0.01%	298
2019 Q4	$22K	Hold	400	–	–	0.01%	305
2019 Q3	$20K	Hold	400	–	–	0.01%	315
2019 Q2	$18K	Hold	400	–	–	﹤0.01%	353
2019 Q1	$14K	Hold	400	–	–	﹤0.01%	367
2018 Q4	$12K	Hold	400	–	–	﹤0.01%	366
2018 Q3	$15K	Hold	400	–	–	﹤0.01%	357
2018 Q2	$13K	Hold	400	–	–	﹤0.01%	378
2018 Q1	$13K	Hold	400	–	–	﹤0.01%	359
2017 Q4	$13K	Sell	400 -800	-67%	-$26K	﹤0.01%	358
2017 Q3	$40K	Hold	1,200	–	–	0.01%	248
2017 Q2	$40K	Hold	1,200	–	–	0.01%	241
2017 Q1	$36K	Hold	1,200	–	–	0.01%	229
2016 Q4	$32K	Hold	1,200	–	–	0.01%	230
2016 Q3	$31K	Sell	1,200 -600	-33%	-$15.5K	0.01%	228
2016 Q2	$44K	Sell	1,800 -1,250	-41%	-$30.6K	0.02%	208
2016 Q1	$86K	Buy	3,050 +50	+2%	+$1.41K	0.03%	152
2015 Q4	$88K	Sell	3,000 -57	-2%	-$1.67K	0.03%	162
2015 Q3	$95K	Buy	3,057 +408	+15%	+$12.7K	0.04%	154
2015 Q2	$106K	Buy	+2,649	New	+$106K	0.04%	151