Visionary Wealth 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 | $769K | Buy |
5,139
+401
| +8% | +$60K | 0.04% | 306 |
|
|
2025
Q1 | $662K | Buy |
4,738
+49
| +1% | +$6.85K | 0.04% | 307 |
|
|
2024
Q4 | $809K | Sell |
4,689
-638
| -12% | -$110K | 0.05% | 287 |
|
|
2024
Q3 | $816K | Buy |
5,327
+55
| +1% | +$8.42K | 0.05% | 279 |
|
|
2024
Q2 | $653K | Buy |
5,272
+5
| +0.1% | +$619 | 0.04% | 290 |
|
|
2024
Q1 | $692K | Sell |
5,267
-195
| -4% | -$25.6K | 0.05% | 276 |
|
|
2023
Q4 | $715K | Sell |
5,462
-182
| -3% | -$23.8K | 0.05% | 265 |
|
|
2023
Q3 | $605K | Sell |
5,644
-111
| -2% | -$11.9K | 0.05% | 270 |
|
|
2023
Q2 | $535K | Sell |
5,755
-344
| -6% | -$32K | 0.04% | 288 |
|
|
2023
Q1 | $536K | Buy |
6,099
+100
| +2% | +$8.79K | 0.05% | 274 |
|
|
2022
Q4 | $445K | Buy |
5,999
+128
| +2% | +$9.5K | 0.04% | 257 |
|
|
2022
Q3 | $491K | Buy |
5,871
+204
| +4% | +$17.1K | 0.05% | 230 |
|
|
2022
Q2 | $517K | Sell |
5,667
-43
| -0.8% | -$3.92K | 0.05% | 236 |
|
|
2022
Q1 | $725K | Buy |
5,710
+358
| +7% | +$45.5K | 0.06% | 204 |
|
|
2021
Q4 | $692K | Buy |
5,352
+69
| +1% | +$8.92K | 0.06% | 191 |
|
|
2021
Q3 | $615K | Sell |
5,283
-1,291
| -20% | -$150K | 0.06% | 169 |
|
|
2021
Q2 | $639K | Sell |
6,574
-750
| -10% | -$72.9K | 0.06% | 173 |
|
|
2021
Q1 | $546K | Buy |
7,324
+406
| +6% | +$30.3K | 0.06% | 189 |
|
|
2020
Q4 | $448K | Buy |
6,918
+1,518
| +28% | +$98.3K | 0.05% | 190 |
|
|
2020
Q3 | $282K | Buy |
5,400
+242
| +5% | +$12.6K | 0.04% | 198 |
|
|
2020
Q2 | $292K | Buy |
5,158
+147
| +3% | +$8.32K | 0.04% | 177 |
|
|
2020
Q1 | $228K | Buy |
5,011
+198
| +4% | +$9.01K | 0.04% | 174 |
|
|
2019
Q4 | $269K | Buy |
+4,813
| New | +$269K | 0.05% | 174 |
|