Valeo Financial 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 | $1.99M | Buy |
13,286
+512
| +4% | +$76.6K | 0.05% | 170 |
|
|
2025
Q1 | $1.79M | Sell |
12,774
-685
| -5% | -$95.7K | 0.05% | 177 |
|
|
2024
Q4 | $2.32M | Sell |
13,459
-562
| -4% | -$96.9K | 0.06% | 133 |
|
|
2024
Q3 | $2.15M | Buy |
14,021
+1,693
| +14% | +$259K | 0.06% | 145 |
|
|
2024
Q2 | $1.53M | Sell |
12,328
-167
| -1% | -$20.7K | 0.05% | 177 |
|
|
2024
Q1 | $1.55M | Buy |
12,495
+79
| +0.6% | +$9.78K | 0.06% | 175 |
|
|
2023
Q4 | $1.63M | Sell |
12,416
-1,031
| -8% | -$135K | 0.07% | 159 |
|
|
2023
Q3 | $1.44M | Buy |
13,447
+3,184
| +31% | +$341K | 0.07% | 158 |
|
|
2023
Q2 | $954K | Sell |
10,263
-1,577
| -13% | -$147K | 0.04% | 212 |
|
|
2023
Q1 | $1.04M | Buy |
11,840
+1,594
| +16% | +$140K | 0.05% | 202 |
|
|
2022
Q4 | $760K | Buy |
10,246
+2,118
| +26% | +$157K | 0.04% | 222 |
|
|
2022
Q3 | $680K | Sell |
8,128
-90
| -1% | -$7.53K | 0.04% | 213 |
|
|
2022
Q2 | $750K | Sell |
8,218
-296
| -3% | -$27K | 0.05% | 198 |
|
|
2022
Q1 | $1.08M | Buy |
8,514
+382
| +5% | +$48.5K | 0.05% | 187 |
|
|
2021
Q4 | $1.05M | Sell |
8,132
-489
| -6% | -$63.3K | 0.06% | 183 |
|
|
2021
Q3 | $1M | Buy |
8,621
+76
| +0.9% | +$8.84K | 0.06% | 177 |
|
|
2021
Q2 | $830K | Sell |
8,545
-1,402
| -14% | -$136K | 0.05% | 176 |
|
|
2021
Q1 | $741K | Sell |
9,947
-679
| -6% | -$50.6K | 0.03% | 206 |
|
|
2020
Q4 | $689K | Buy |
10,626
+385
| +4% | +$25K | 0.04% | 198 |
|
|
2020
Q3 | $535K | Sell |
10,241
-2,505
| -20% | -$131K | 0.05% | 175 |
|
|
2020
Q2 | $722K | Buy |
12,746
+1,588
| +14% | +$90K | 0.07% | 153 |
|
|
2020
Q1 | $541K | Buy |
11,158
+1,662
| +18% | +$80.6K | 0.06% | 167 |
|
|
2019
Q4 | $531K | Buy |
9,496
+3,830
| +68% | +$214K | 0.05% | 181 |
|
|
2019
Q3 | $277K | Sell |
5,666
-948
| -14% | -$46.3K | 0.03% | 237 |
|
|
2019
Q2 | $294K | Buy |
6,614
+568
| +9% | +$25.2K | 0.03% | 224 |
|
|
2019
Q1 | $211K | Buy |
6,046
+140
| +2% | +$4.89K | 0.03% | 265 |
|
|
2018
Q4 | $176K | Buy |
5,906
+347
| +6% | +$10.3K | 0.02% | 274 |
|
|
2018
Q3 | $179K | Buy |
5,559
+182
| +3% | +$5.86K | 0.02% | 290 |
|
|
2018
Q2 | $188K | Buy |
5,377
+1,205
| +29% | +$42.1K | 0.03% | 287 |
|
|
2018
Q1 | $133K | Sell |
4,172
-155
| -4% | -$4.94K | 0.02% | 314 |
|
|
2017
Q4 | $139K | Buy |
4,327
+1,427
| +49% | +$45.8K | 0.02% | 288 |
|
|
2017
Q3 | $97K | Buy |
+2,900
| New | +$97K | 0.02% | 292 |
|