Wealth Alliance Advisory Group’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $367K | Buy |
3,192
+426
| +15% | +$55.4K | 0.06% | 142 |
|
|
2025
Q4 | $426K | Buy |
2,766
+4
| +0.1% | +$608 | 0.07% | 127 |
|
|
2025
Q3 | $472K | Hold |
2,762
| – | – | 0.09% | 116 |
|
|
2025
Q2 | $413K | Sell |
2,762
-38
| -1% | -$5.22K | 0.08% | 123 |
|
|
2025
Q1 | $391K | Sell |
2,800
-58
| -2% | -$9.41K | 0.08% | 129 |
|
|
2024
Q4 | $493K | Hold |
2,858
| – | – | 0.1% | 108 |
|
|
2024
Q3 | $438K | Hold |
2,858
| – | – | 0.09% | 116 |
|
|
2024
Q2 | $354K | Sell |
2,858
-79
| -3% | -$9.72K | 0.08% | 134 |
|
|
2024
Q1 | $386K | Sell |
2,937
-108
| -4% | -$13.5K | 0.09% | 129 |
|
|
2023
Q4 | $399K | Hold |
3,045
| – | – | 0.1% | 119 |
|
|
2023
Q3 | $326K | Sell |
3,045
-548
| -15% | -$57.1K | 0.1% | 126 |
|
|
2023
Q2 | $334K | Hold |
3,593
| – | – | 0.12% | 119 |
|
|
2023
Q1 | $316K | Sell |
3,593
-2
| -0.1% | -$177 | 0.12% | 117 |
|
|
2022
Q4 | $267K | Sell |
3,595
-150
| -4% | -$13K | 0.1% | 125 |
|
|
2022
Q3 | $313K | Sell |
3,745
-30
| -0.8% | -$2.9K | 0.14% | 96 |
|
|
2022
Q2 | $344K | Sell |
3,775
-75
| -2% | -$8.1K | 0.16% | 91 |
|
|
2022
Q1 | $489K | Hold |
3,850
| – | – | 0.21% | 77 |
|
|
2021
Q4 | $498K | Hold |
3,850
| – | – | 0.22% | 77 |
|
|
2021
Q3 | $448K | Hold |
3,850
| – | – | 0.22% | 77 |
|
|
2021
Q2 | $374K | Hold |
3,850
| – | – | 0.18% | 92 |
|
|
2021
Q1 | $287K | Hold |
3,850
| – | – | 0.15% | 110 |
|
|
2020
Q4 | $250K | Hold |
3,850
| – | – | 0.14% | 119 |
|
|
2020
Q3 | $201K | Hold |
3,850
| – | – | 0.12% | 120 |
|
|
2020
Q2 | $218K | Buy |
+3,850
| New | +$203K | 0.13% | 108 |
|
|
2020
Q1 | – | Sell |
-4,210
| Closed | -$236K | – | 122 |
|
|
2019
Q4 | $236K | Buy |
+4,210
| New | +$218K | 0.13% | 114 |
|
Other funds holding BX
VCM
VPM
