Trueblood Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $629K | Buy |
4,204
+219
| +5% | +$32.8K | 0.26% | 124 |
|
|
2025
Q1 | $557K | Hold |
3,985
| – | – | 0.26% | 125 |
|
|
2024
Q4 | $687K | Hold |
3,985
| – | – | 0.34% | 101 |
|
|
2024
Q3 | $610K | Hold |
3,985
| – | – | 0.31% | 106 |
|
|
2024
Q2 | $493K | Hold |
3,985
| – | – | 0.28% | 108 |
|
|
2024
Q1 | $524K | Hold |
3,985
| – | – | 0.3% | 101 |
|
|
2023
Q4 | $522K | Buy |
+3,985
| New | +$522K | 0.33% | 101 |
|