Univest Financial’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.35M | Sell |
29,081
-6,416
| -18% | -$960K | 0.26% | 71 |
|
|
2025
Q1 | $4.96M | Buy |
35,497
+4,962
| +16% | +$694K | 0.32% | 61 |
|
|
2024
Q4 | $5.26M | Buy |
30,535
+1,257
| +4% | +$217K | 0.33% | 59 |
|
|
2024
Q3 | $4.48M | Buy |
29,278
+24,452
| +507% | +$3.74M | 0.3% | 65 |
|
|
2024
Q2 | $597K | Buy |
4,826
+1,138
| +31% | +$141K | 0.17% | 61 |
|
|
2024
Q1 | $484K | Buy |
3,688
+368
| +11% | +$48.3K | 0.14% | 65 |
|
|
2023
Q4 | $435K | Buy |
3,320
+95
| +3% | +$12.4K | 0.13% | 74 |
|
|
2023
Q3 | $346K | Sell |
3,225
-1,319
| -29% | -$141K | 0.12% | 74 |
|
|
2023
Q2 | $422K | Buy |
4,544
+150
| +3% | +$13.9K | 0.13% | 69 |
|
|
2023
Q1 | $386K | Buy |
+4,394
| New | +$386K | 0.12% | 69 |
|