Waverly Advisors’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 | $5.26M | Sell |
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|
2025
Q2 | $6.3M | Buy |
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|
2025
Q1 | $4.07M | Buy |
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|
2024
Q4 | $4.78M | Buy |
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|
2024
Q3 | $3.45M | Buy |
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|
2024
Q2 | $2.64M | Buy |
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|
2024
Q1 | $2.63M | Buy |
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|
2023
Q4 | $620K | Buy |
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|
2023
Q3 | $420K | Buy |
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|
2023
Q2 | $257K | Buy |
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|
2023
Q1 | $224K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $293K | Buy |
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|
2017
Q3 | $296K | Buy |
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|
2017
Q2 | $293K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $228K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $48K | Buy |
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|
2015
Q2 | $58K | Buy |
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|
2015
Q1 | $54K | Buy |
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|
2014
Q4 | $46K | Buy |
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|
2014
Q3 | $42K | Buy |
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|
2014
Q2 | $44K | Buy |
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|
2014
Q1 | $43K | Buy |
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