Transform Wealth’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.16M | Sell |
29,741
-1,786
| -6% | -$250K | 0.25% | 80 |
|
|
2024
Q4 | $5.44M | Buy |
31,527
+11,972
| +61% | +$2.06M | 0.3% | 75 |
|
|
2024
Q3 | $2.99M | Sell |
19,555
-691
| -3% | -$106K | 0.2% | 86 |
|
|
2024
Q2 | $2.51M | Sell |
20,246
-174
| -0.9% | -$21.5K | 0.19% | 87 |
|
|
2024
Q1 | $2.68M | Sell |
20,420
-14,148
| -41% | -$1.86M | 0.25% | 86 |
|
|
2023
Q4 | $4.53M | Sell |
34,568
-1,075
| -3% | -$141K | 0.44% | 75 |
|
|
2023
Q3 | $3.82M | Sell |
35,643
-35,243
| -50% | -$3.78M | 0.4% | 78 |
|
|
2023
Q2 | $6.59M | Sell |
70,886
-558
| -0.8% | -$51.9K | 0.59% | 58 |
|
|
2023
Q1 | $6.28M | Buy |
71,444
+35,542
| +99% | +$3.12M | 0.59% | 61 |
|
|
2022
Q4 | $2.66M | Buy |
+35,902
| New | +$2.66M | 0.3% | 86 |
|