United Advisor Group’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$568K Sell
3,794
-476
-11% -$71.2K 0.1% 204
2025
Q1
$597K Sell
4,270
-13
-0.3% -$1.82K 0.12% 166
2024
Q4
$738K Sell
4,283
-117
-3% -$20.2K 0.15% 156
2024
Q3
$674K Sell
4,400
-396
-8% -$60.6K 0.15% 143
2024
Q2
$594K Buy
4,796
+2,314
+93% +$286K 0.18% 117
2024
Q1
$326K Buy
+2,482
New +$326K 0.12% 152