Vishria Bird Financial 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 | $7.3M | Sell |
48,793
-420
| -0.9% | -$62.8K | 2.43% | 16 |
|
|
2025
Q1 | $6.88M | Sell |
49,213
-1,722
| -3% | -$241K | 2.34% | 15 |
|
|
2024
Q4 | $8.78M | Sell |
50,935
-113
| -0.2% | -$19.5K | 3.08% | 11 |
|
|
2024
Q3 | $7.82M | Sell |
51,048
-1
| -0% | -$153 | 2.96% | 12 |
|
|
2024
Q2 | $6.32M | Sell |
51,049
-72
| -0.1% | -$8.91K | 2.66% | 14 |
|
|
2024
Q1 | $6.72M | Buy |
51,121
+68
| +0.1% | +$8.93K | 2.87% | 13 |
|
|
2023
Q4 | $6.68M | Sell |
51,053
-497
| -1% | -$65.1K | 3.16% | 12 |
|
|
2023
Q3 | $5.52M | Sell |
51,550
-16
| -0% | -$1.71K | 3.13% | 13 |
|
|
2023
Q2 | $4.79M | Sell |
51,566
-69
| -0.1% | -$6.42K | 2.85% | 14 |
|
|
2023
Q1 | $4.54M | Sell |
51,635
-538
| -1% | -$47.3K | 2.9% | 14 |
|
|
2022
Q4 | $3.87M | Sell |
52,173
-90
| -0.2% | -$6.68K | 2.7% | 14 |
|
|
2022
Q3 | $4.37M | Buy |
52,263
+10
| +0% | +$837 | 2.94% | 15 |
|
|
2022
Q2 | $4.77M | Sell |
52,253
-490
| -0.9% | -$44.7K | 3.17% | 13 |
|
|
2022
Q1 | $6.7M | Buy |
52,743
+233
| +0.4% | +$29.6K | 3.7% | 11 |
|
|
2021
Q4 | $6.79M | Sell |
52,510
-4,969
| -9% | -$643K | 3.16% | 12 |
|
|
2021
Q3 | $6.69M | Sell |
57,479
-36
| -0.1% | -$4.19K | 3.51% | 11 |
|
|
2021
Q2 | $5.59M | Sell |
57,515
-2,664
| -4% | -$259K | 2.75% | 16 |
|
|
2021
Q1 | $4.49M | Sell |
60,179
-715
| -1% | -$53.3K | 2.47% | 17 |
|
|
2020
Q4 | $3.95M | Sell |
60,894
-1,283
| -2% | -$83.2K | 2.25% | 17 |
|
|
2020
Q3 | $3.25M | Buy |
62,177
+433
| +0.7% | +$22.6K | 2.04% | 17 |
|
|
2020
Q2 | $3.5M | Sell |
61,744
-524
| -0.8% | -$29.7K | 2.74% | 15 |
|
|
2020
Q1 | $2.84M | Buy |
+62,268
| New | +$2.84M | 2.97% | 18 |
|