TruWealth 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 | $1.13M | Buy |
7,535
+572
| +8% | +$85.6K | 0.06% | 86 |
|
|
2025
Q1 | $973K | Buy |
6,963
+349
| +5% | +$48.8K | 0.06% | 82 |
|
|
2024
Q4 | $1.14M | Buy |
6,614
+1,620
| +32% | +$279K | 0.07% | 77 |
|
|
2024
Q3 | $765K | Sell |
4,994
-69
| -1% | -$10.6K | 0.05% | 89 |
|
|
2024
Q2 | $627K | Buy |
5,063
+250
| +5% | +$30.9K | 0.04% | 92 |
|
|
2024
Q1 | $632K | Sell |
4,813
-69,482
| -94% | -$9.13M | 0.04% | 93 |
|
|
2023
Q4 | $9.73M | Buy |
74,295
+466
| +0.6% | +$61K | 0.74% | 43 |
|
|
2023
Q3 | $7.91M | Buy |
73,829
+2,181
| +3% | +$234K | 0.68% | 44 |
|
|
2023
Q2 | $6.66M | Buy |
71,648
+2,615
| +4% | +$243K | 0.57% | 45 |
|
|
2023
Q1 | $6.06M | Buy |
69,033
+19,890
| +40% | +$1.75M | 0.56% | 48 |
|
|
2022
Q4 | $3.65M | Buy |
49,143
+2,314
| +5% | +$172K | 0.36% | 54 |
|
|
2022
Q3 | $3.92M | Buy |
46,829
+2,005
| +4% | +$168K | 0.41% | 47 |
|
|
2022
Q2 | $4.09M | Buy |
44,824
+5,610
| +14% | +$512K | 0.44% | 41 |
|
|
2022
Q1 | $4.98M | Buy |
39,214
+8,620
| +28% | +$1.09M | 0.52% | 40 |
|
|
2021
Q4 | $3.96M | Buy |
+30,594
| New | +$3.96M | 0.4% | 41 |
|