Wealthspire Advisors (New York)’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Buy |
26,080
+331
| +1% | +$49.5K | 0.02% | 181 |
|
|
2025
Q1 | $3.6M | Buy |
25,749
+1,005
| +4% | +$140K | 0.02% | 187 |
|
|
2024
Q4 | $4.27M | Sell |
24,744
-1,286
| -5% | -$222K | 0.04% | 152 |
|
|
2024
Q3 | $3.99M | Buy |
26,030
+1,194
| +5% | +$183K | 0.04% | 162 |
|
|
2024
Q2 | $3.07M | Buy |
24,836
+1,194
| +5% | +$148K | 0.04% | 149 |
|
|
2024
Q1 | $3.11M | Sell |
23,642
-14
| -0.1% | -$1.84K | 0.04% | 146 |
|
|
2023
Q4 | $3.1M | Sell |
23,656
-1,466
| -6% | -$192K | 0.04% | 146 |
|
|
2023
Q3 | $2.69M | Buy |
25,122
+1,350
| +6% | +$145K | 0.04% | 139 |
|
|
2023
Q2 | $2.21M | Sell |
23,772
-14,217
| -37% | -$1.32M | 0.04% | 144 |
|
|
2023
Q1 | $3.34M | Sell |
37,989
-70
| -0.2% | -$6.15K | 0.06% | 114 |
|
|
2022
Q4 | $2.82M | Buy |
38,059
+587
| +2% | +$43.5K | 0.05% | 126 |
|
|
2022
Q3 | $3.14M | Sell |
37,472
-207
| -0.5% | -$17.3K | 0.07% | 115 |
|
|
2022
Q2 | $3.44M | Buy |
37,679
+1,024
| +3% | +$93.4K | 0.07% | 109 |
|
|
2022
Q1 | $4.65M | Sell |
36,655
-487
| -1% | -$61.8K | 0.1% | 75 |
|
|
2021
Q4 | $4.81M | Sell |
37,142
-947
| -2% | -$123K | 0.11% | 85 |
|
|
2021
Q3 | $4.43M | Buy |
38,089
+11,539
| +43% | +$1.34M | 0.09% | 99 |
|
|
2021
Q2 | $2.58M | Sell |
26,550
-18,228
| -41% | -$1.77M | 0.07% | 97 |
|
|
2021
Q1 | $3.34M | Buy |
44,778
+12,023
| +37% | +$896K | 0.08% | 118 |
|
|
2020
Q4 | $2.12M | Buy |
32,755
+23,842
| +267% | +$1.55M | 0.06% | 130 |
|
|
2020
Q3 | $465K | Buy |
8,913
+2,021
| +29% | +$105K | 0.03% | 189 |
|
|
2020
Q2 | $391K | Sell |
6,892
-21,306
| -76% | -$1.21M | 0.03% | 176 |
|
|
2020
Q1 | $1.29M | Buy |
+28,198
| New | +$1.29M | 0.05% | 165 |
|
|
2019
Q1 | – | Sell |
-600
| Closed | -$18K | – | 159 |
|
|
2018
Q4 | $18K | Buy |
+600
| New | +$18K | ﹤0.01% | 359 |
|