Wealth Enhancement Advisory Services’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $73.2M | Buy |
472,152
+18,446
| +4% | +$2.86M | 0.12% | 165 |
|
2025
Q1 | $63.4M | Sell |
453,706
-969
| -0.2% | -$135K | 0.12% | 165 |
|
2024
Q4 | $78.4M | Buy |
454,675
+24,940
| +6% | +$4.3M | 0.15% | 136 |
|
2024
Q3 | $65.8M | Sell |
429,735
-2,049
| -0.5% | -$314K | 0.14% | 144 |
|
2024
Q2 | $53.5M | Buy |
431,784
+7,692
| +2% | +$952K | 0.13% | 163 |
|
2024
Q1 | $55.7M | Sell |
424,092
-9,484
| -2% | -$1.25M | 0.14% | 145 |
|
2023
Q4 | $56.8M | Sell |
433,576
-21,046
| -5% | -$2.76M | 0.16% | 135 |
|
2023
Q3 | $48.7M | Buy |
+454,622
| New | +$48.7M | 0.16% | 135 |
|
2023
Q2 | – | Sell |
-5,652
| Closed | -$496K | – | 519 |
|
2023
Q1 | $496K | Sell |
5,652
-96,181
| -94% | -$8.45M | 0.01% | 389 |
|
2022
Q4 | $9.66M | Buy |
101,833
+98,342
| +2,817% | +$9.33M | 0.12% | 86 |
|
2022
Q3 | $302K | Buy |
+3,491
| New | +$302K | ﹤0.01% | 296 |
|