WealthPLAN Partners’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.93M | Buy |
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|
2025
Q2 | $2.46M | Sell |
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|
2025
Q1 | $2.8M | Buy |
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|
2024
Q4 | $3.04M | Sell |
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|
2024
Q3 | $3.12M | Sell |
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|
2024
Q2 | $3.51M | Buy |
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|
2024
Q1 | $3.6M | Buy |
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|
2023
Q4 | $2.93M | Buy |
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|
2023
Q3 | $2.32M | Buy |
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|
2023
Q2 | $1.34M | Sell |
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|
2023
Q1 | $1.71M | Sell |
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|
2022
Q4 | $2.81M | Buy |
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|
2022
Q1 | $2.19M | Buy |
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|
2021
Q4 | $1.26M | Sell |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $1.12M | Sell |
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|
2021
Q1 | $1.19M | Sell |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | $901K | Sell |
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|
2020
Q2 | $894K | Sell |
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|
2020
Q1 | $2.45M | Buy |
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|
2019
Q4 | $3.03M | Sell |
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|
2019
Q3 | $5.2M | Sell |
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|
2019
Q2 | $4.73M | Buy |
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|
2019
Q1 | $3.85M | Buy |
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|
2018
Q4 | $3.19M | Buy |
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|
2018
Q3 | $2.26M | Buy |
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|
2018
Q2 | $2.11M | Buy |
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|
2018
Q1 | $361K | Buy |
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|
2017
Q4 | $285K | Buy |
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|
2017
Q3 | $291K | Sell |
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|
2017
Q2 | $314K | Buy |
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|
2017
Q1 | $22K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $35.5K | Buy |
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|
2015
Q4 | $92.4K | Buy |
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|
2015
Q2 | $90K | Sell |
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|
2015
Q1 | $140K | Buy |
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