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 |
|