Trust Company of Vermont’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
2,388
+481
| +25% | +$71.9K | 0.02% | 283 |
|
|
2025
Q1 | $267K | Sell |
1,907
-278
| -13% | -$38.9K | 0.01% | 308 |
|
|
2024
Q4 | $377K | Sell |
2,185
-55
| -2% | -$9.48K | 0.02% | 283 |
|
|
2024
Q3 | $343K | Buy |
2,240
+67
| +3% | +$10.3K | 0.02% | 278 |
|
|
2024
Q2 | $269K | Buy |
2,173
+298
| +16% | +$36.9K | 0.01% | 287 |
|
|
2024
Q1 | $246K | Hold |
1,875
| – | – | 0.01% | 290 |
|
|
2023
Q4 | $245K | Sell |
1,875
-150
| -7% | -$19.6K | 0.02% | 267 |
|
|
2023
Q3 | $217K | Buy |
2,025
+1,875
| +1,250% | +$201K | 0.01% | 290 |
|
|
2023
Q2 | $13.9K | Hold |
150
| – | – | ﹤0.01% | 633 |
|
|
2023
Q1 | $13.2K | Hold |
150
| – | – | ﹤0.01% | 663 |
|
|
2022
Q4 | $11.1K | Sell |
150
-200
| -57% | -$14.8K | ﹤0.01% | 675 |
|
|
2022
Q3 | $30K | Buy |
350
+200
| +133% | +$17.1K | ﹤0.01% | 549 |
|
|
2022
Q2 | $14K | Buy |
+150
| New | +$14K | ﹤0.01% | 628 |
|
|
2022
Q1 | – | Sell |
-150
| Closed | -$19K | – | 377 |
|
|
2021
Q4 | $19K | Buy |
+150
| New | +$19K | ﹤0.01% | 589 |
|
|
2021
Q3 | – | Sell |
-150
| Closed | -$15K | – | 370 |
|
|
2021
Q2 | $15K | Hold |
150
| – | – | ﹤0.01% | 594 |
|
|
2021
Q1 | $11K | Hold |
150
| – | – | ﹤0.01% | 620 |
|
|
2020
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 621 |
|
|
2020
Q3 | $8K | Hold |
150
| – | – | ﹤0.01% | 626 |
|
|
2020
Q2 | $8K | Sell |
150
-4,100
| -96% | -$219K | ﹤0.01% | 644 |
|
|
2020
Q1 | $193K | Buy |
4,250
+3,825
| +900% | +$174K | 0.02% | 279 |
|
|
2019
Q4 | $24K | Hold |
425
| – | – | ﹤0.01% | 579 |
|
|
2019
Q3 | $21K | Hold |
425
| – | – | ﹤0.01% | 611 |
|
|
2019
Q2 | $19K | Hold |
425
| – | – | ﹤0.01% | 633 |
|
|
2019
Q1 | $15K | Sell |
425
-1,522
| -78% | -$53.7K | ﹤0.01% | 650 |
|
|
2018
Q4 | $58K | Buy |
1,947
+30
| +2% | +$894 | 0.01% | 445 |
|
|
2018
Q3 | $73K | Hold |
1,917
| – | – | 0.01% | 454 |
|
|
2018
Q2 | $62K | Buy |
1,917
+1,727
| +909% | +$55.9K | 0.01% | 491 |
|
|
2018
Q1 | $6K | Hold |
190
| – | – | ﹤0.01% | 804 |
|
|
2017
Q4 | $6K | Hold |
190
| – | – | ﹤0.01% | 816 |
|
|
2017
Q3 | $6K | Hold |
190
| – | – | ﹤0.01% | 780 |
|
|
2017
Q2 | $6K | Sell |
190
-100
| -34% | -$3.16K | ﹤0.01% | 789 |
|
|
2017
Q1 | $9K | Sell |
290
-260
| -47% | -$8.07K | ﹤0.01% | 722 |
|
|
2016
Q4 | $15K | Buy |
+550
| New | +$15K | ﹤0.01% | 644 |
|