Wealth Alliance’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $689K | Sell |
4,606
-188
| -4% | -$28.1K | 0.08% | 233 |
|
2025
Q1 | $670K | Sell |
4,794
-393
| -8% | -$54.9K | 0.08% | 222 |
|
2024
Q4 | $894K | Buy |
5,187
+2,037
| +65% | +$351K | 0.11% | 178 |
|
2024
Q3 | $482K | Buy |
3,150
+508
| +19% | +$77.8K | 0.06% | 270 |
|
2024
Q2 | $327K | Buy |
2,642
+155
| +6% | +$19.2K | 0.04% | 363 |
|
2024
Q1 | $327K | Sell |
2,487
-19
| -0.8% | -$2.5K | 0.04% | 376 |
|
2023
Q4 | $328K | Sell |
2,506
-1,087
| -30% | -$142K | 0.05% | 355 |
|
2023
Q3 | $385K | Sell |
3,593
-595
| -14% | -$63.7K | 0.06% | 283 |
|
2023
Q2 | $389K | Sell |
4,188
-226
| -5% | -$21K | 0.06% | 307 |
|
2023
Q1 | $388K | Buy |
4,414
+368
| +9% | +$32.3K | 0.06% | 288 |
|
2022
Q4 | $300K | Sell |
4,046
-1,559
| -28% | -$116K | 0.05% | 352 |
|
2022
Q3 | $469K | Buy |
5,605
+460
| +9% | +$38.5K | 0.09% | 227 |
|
2022
Q2 | $469K | Buy |
5,145
+1,530
| +42% | +$139K | 0.09% | 224 |
|
2022
Q1 | $459K | Sell |
3,615
-1,387
| -28% | -$176K | 0.09% | 234 |
|
2021
Q4 | $647K | Buy |
5,002
+814
| +19% | +$105K | 0.13% | 177 |
|
2021
Q3 | $487K | Buy |
4,188
+26
| +0.6% | +$3.02K | 0.11% | 208 |
|
2021
Q2 | $404K | Buy |
4,162
+324
| +8% | +$31.5K | 0.1% | 244 |
|
2021
Q1 | $286K | Buy |
+3,838
| New | +$286K | 0.08% | 301 |
|