WealthPlan Investment Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.34M | Buy |
35,705
+7,084
| +25% | +$1.06M | 0.39% | 82 |
|
|
2025
Q1 | $4M | Buy |
28,621
+5,998
| +27% | +$838K | 0.39% | 75 |
|
|
2024
Q4 | $3.9M | Sell |
22,623
-3,590
| -14% | -$619K | 0.39% | 75 |
|
|
2024
Q3 | $4.01M | Buy |
26,213
+9,830
| +60% | +$1.51M | 0.41% | 75 |
|
|
2024
Q2 | $2.03M | Sell |
16,383
-1,853
| -10% | -$229K | 0.31% | 71 |
|
|
2024
Q1 | $2.4M | Buy |
18,236
+794
| +5% | +$104K | 0.37% | 69 |
|
|
2023
Q4 | $2.28M | Buy |
17,442
+2,497
| +17% | +$327K | 0.37% | 68 |
|
|
2023
Q3 | $1.6M | Buy |
14,945
+7,535
| +102% | +$807K | 0.28% | 74 |
|
|
2023
Q2 | $689K | Sell |
7,410
-4,242
| -36% | -$394K | 0.21% | 83 |
|
|
2023
Q1 | $1.02M | Sell |
11,652
-17,349
| -60% | -$1.52M | 0.18% | 86 |
|
|
2022
Q4 | $2.8M | Buy |
29,001
+1,016
| +4% | +$98K | 0.2% | 103 |
|
|
2022
Q3 | $2.17M | Buy |
+27,985
| New | +$2.17M | 0.16% | 108 |
|
|
2022
Q1 | $2.19M | Buy |
+21,600
| New | +$2.19M | 0.15% | 116 |
|