WE
Wealth Effects’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Sell |
23,713
-538
| -2% | -$80.5K | 1.33% | 13 |
|
|
2025
Q1 | $3.39M | Sell |
24,251
-92
| -0.4% | -$12.9K | 1.42% | 11 |
|
|
2024
Q4 | $4.2M | Sell |
24,343
-638
| -3% | -$110K | 1.49% | 11 |
|
|
2024
Q3 | $3.83M | Sell |
24,981
-115
| -0.5% | -$17.6K | 1.34% | 11 |
|
|
2024
Q2 | $3.11M | Sell |
25,096
-734
| -3% | -$90.9K | 1.13% | 13 |
|
|
2024
Q1 | $3.39M | Sell |
25,830
-317
| -1% | -$41.6K | 1.25% | 12 |
|
|
2023
Q4 | $3.42M | Sell |
26,147
-1,928
| -7% | -$252K | 1.29% | 14 |
|
|
2023
Q3 | $3.01M | Sell |
28,075
-221
| -0.8% | -$23.7K | 1.49% | 12 |
|
|
2023
Q2 | $2.63M | Sell |
28,296
-16
| -0.1% | -$1.49K | 1.16% | 11 |
|
|
2023
Q1 | $2.49M | Sell |
28,312
-1,181
| -4% | -$104K | 1.27% | 12 |
|
|
2022
Q4 | $2.19M | Sell |
29,493
-8,179
| -22% | -$607K | 1.25% | 15 |
|
|
2022
Q3 | $3.15M | Buy |
37,672
+1,055
| +3% | +$88.3K | 1.93% | 12 |
|
|
2022
Q2 | $3.34M | Buy |
36,617
+508
| +1% | +$46.4K | 2.01% | 11 |
|
|
2022
Q1 | $4.58M | Sell |
36,109
-1,118
| -3% | -$142K | 2.14% | 8 |
|
|
2021
Q4 | $4.82M | Buy |
+37,227
| New | +$4.82M | 2% | 11 |
|