Venturi Wealth Management’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 | $625K | Buy |
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|
2025
Q2 | $527K | Sell |
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|
2025
Q1 | $593K | Buy |
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|
2024
Q4 | $705K | Buy |
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|
2024
Q3 | $437K | Sell |
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|
2024
Q2 | $357K | Buy |
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|
2024
Q1 | $316K | Sell |
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|
2023
Q4 | $339K | Sell |
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|
2023
Q3 | $291K | Buy |
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|
2023
Q2 | $251K | Hold |
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $399K | Buy |
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|
2022
Q3 | $407K | Buy |
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|
2022
Q2 | $388K | Hold |
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|
2022
Q1 | $540K | Sell |
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|
2021
Q4 | $557K | Buy |
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|
2021
Q3 | $492K | Hold |
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|
2021
Q2 | $411K | Hold |
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|
2021
Q1 | $315K | Hold |
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|
2020
Q4 | $274K | Hold |
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|
2020
Q3 | $221K | Buy |
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|
2020
Q2 | $235K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $226K | Buy |
|