Wealthcare Advisory Partners’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.46M | Sell |
20,925
-377
| -2% | -$45.3K | 0.05% | 313 |
|
|
2026
Q1 | $2.45M | Sell |
21,302
-1,990
| -9% | -$259K | 0.05% | 324 |
|
|
2025
Q4 | $3.59M | Sell |
23,292
-7,434
| -24% | -$1.13M | 0.07% | 230 |
|
|
2025
Q3 | $5.25M | Buy |
30,726
+683
| +2% | +$117K | 0.11% | 166 |
|
|
2025
Q2 | $4.49M | Buy |
30,043
+1,841
| +7% | +$253K | 0.1% | 163 |
|
|
2025
Q1 | $3.94M | Buy |
28,202
+428
| +2% | +$69.5K | 0.11% | 168 |
|
|
2024
Q4 | $4.79M | Buy |
27,774
+959
| +4% | +$167K | 0.13% | 143 |
|
|
2024
Q3 | $4.11M | Buy |
26,815
+813
| +3% | +$113K | 0.12% | 154 |
|
|
2024
Q2 | $3.22M | Buy |
26,002
+2,781
| +12% | +$342K | 0.1% | 162 |
|
|
2024
Q1 | $3.05M | Buy |
23,221
+2,654
| +13% | +$331K | 0.1% | 172 |
|
|
2023
Q4 | $2.69M | Buy |
20,567
+4,989
| +32% | +$540K | 0.11% | 159 |
|
|
2023
Q3 | $1.67M | Buy |
15,578
+49
| +0.3% | +$5.1K | 0.08% | 197 |
|
|
2023
Q2 | $1.44M | Buy |
15,529
+4,549
| +41% | +$393K | 0.06% | 226 |
|
|
2023
Q1 | $964K | Buy |
10,980
+1,096
| +11% | +$96.8K | 0.04% | 301 |
|
|
2022
Q4 | $733K | Sell |
9,884
-3
| -0% | -$259 | 0.04% | 331 |
|
|
2022
Q3 | $828K | Buy |
9,887
+422
| +4% | +$40.9K | 0.05% | 261 |
|
|
2022
Q2 | $864K | Buy |
9,465
+1,359
| +17% | +$147K | 0.05% | 229 |
|
|
2022
Q1 | $1.03M | Sell |
8,106
-150
| -2% | -$18.3K | 0.06% | 189 |
|
|
2021
Q4 | $1.07M | Buy |
8,256
+1,001
| +14% | +$133K | 0.06% | 188 |
|
|
2021
Q3 | $844K | Buy |
7,255
+275
| +4% | +$31.9K | 0.06% | 212 |
|
|
2021
Q2 | $678K | Sell |
6,980
-315
| -4% | -$28K | 0.05% | 257 |
|
|
2021
Q1 | $544K | Buy |
7,295
+848
| +13% | +$58.5K | 0.04% | 273 |
|
|
2020
Q4 | $418K | Sell |
6,447
-844
| -12% | -$49.1K | 0.04% | 260 |
|
|
2020
Q3 | $381K | Buy |
7,291
+8
| +0.1% | +$428 | 0.04% | 242 |
|
|
2020
Q2 | $413K | Buy |
7,283
+3,156
| +76% | +$166K | 0.05% | 200 |
|
|
2020
Q1 | $188K | Buy |
4,127
+2,419
| +142% | +$134K | 0.03% | 267 |
|
|
2019
Q4 | $96K | Sell |
1,708
-231
| -12% | -$12K | 0.01% | 410 |
|
|
2019
Q3 | $95K | Buy |
+1,939
| New | +$94.6K | 0.01% | 401 |
|
|
2019
Q2 | – | Sell |
-2,357
| Closed | -$82K | – | 1311 |
|
|
2019
Q1 | $82K | Buy |
2,357
+699
| +42% | +$23.3K | 0.01% | 372 |
|
|
2018
Q4 | $49K | Sell |
1,658
-1,733
| -51% | -$57.3K | 0.01% | 430 |
|
|
2018
Q3 | $129K | Sell |
3,391
-1,131
| -25% | -$40.9K | 0.02% | 289 |
|
|
2018
Q2 | $145K | Buy |
4,522
+79
| +2% | +$2.51K | 0.03% | 262 |
|
|
2018
Q1 | $142K | Sell |
4,443
-145
| -3% | -$4.94K | 0.03% | 229 |
|
|
2017
Q4 | $147K | Buy |
4,588
+652
| +17% | +$21.2K | 0.04% | 210 |
|
|
2017
Q3 | $131K | Buy |
+3,936
| New | +$130K | 0.04% | 185 |
|
Other funds holding BX
CAM
DLA
AIP
WPEP
BWP
CNB
QCM
SMH