TSWM
Tyler-Stone Wealth Management’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.24M | Sell |
48,420
-762
| -2% | -$114K | 1.17% | 18 |
|
|
2025
Q1 | $6.87M | Sell |
49,182
-1,470
| -3% | -$205K | 1.23% | 17 |
|
|
2024
Q4 | $8.73M | Sell |
50,652
-479
| -0.9% | -$82.6K | 1.55% | 14 |
|
|
2024
Q3 | $7.83M | Buy |
51,131
+24,831
| +94% | +$3.8M | 1.48% | 14 |
|
|
2024
Q2 | $3.26M | Sell |
26,300
-235
| -0.9% | -$29.1K | 1.34% | 14 |
|
|
2024
Q1 | $3.49M | Sell |
26,535
-369
| -1% | -$48.5K | 1.54% | 11 |
|
|
2023
Q4 | $3.52M | Buy |
26,904
+14
| +0.1% | +$1.83K | 1.76% | 9 |
|
|
2023
Q3 | $2.88M | Sell |
26,890
-293
| -1% | -$31.4K | 1.64% | 11 |
|
|
2023
Q2 | $2.53M | Buy |
+27,183
| New | +$2.53M | 1.43% | 13 |
|
|
2022
Q4 | $2.03M | Buy |
27,341
+158
| +0.6% | +$11.7K | 1.38% | 13 |
|
|
2022
Q3 | $2.28M | Buy |
27,183
+35
| +0.1% | +$2.93K | 1.73% | 9 |
|
|
2022
Q2 | $2.48M | Buy |
27,148
+510
| +2% | +$46.5K | 1.65% | 10 |
|
|
2022
Q1 | $3.38M | Buy |
26,638
+496
| +2% | +$63K | 1.86% | 8 |
|
|
2021
Q4 | $3.38M | Buy |
+26,142
| New | +$3.38M | 1.79% | 8 |
|