Valmark Advisers’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $658K | Sell |
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|
2025
Q2 | $591K | Sell |
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|
2025
Q1 | $556K | Buy |
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|
2024
Q4 | $685K | Buy |
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|
2024
Q3 | $606K | Buy |
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|
2024
Q2 | $465K | Buy |
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|
2024
Q1 | $490K | Sell |
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|
2023
Q4 | $498K | Sell |
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|
2023
Q3 | $426K | Buy |
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|
2023
Q2 | $359K | Sell |
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|
2023
Q1 | $346K | Buy |
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|
2022
Q4 | $261K | Sell |
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|
2022
Q3 | $309K | Buy |
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|
2022
Q2 | $336K | Buy |
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|
2022
Q1 | $451K | Buy |
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|
2021
Q4 | $441K | Buy |
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|
2021
Q3 | $391K | Sell |
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|
2021
Q2 | $332K | Hold |
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|
2021
Q1 | $255K | Buy |
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|
2020
Q4 | $200K | Buy |
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