Welch & Forbes’s Blackstone BX Stock Holding History

Welch & Forbes’s Portfolio BX Stock Details BX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.22M	Sell	14,831 -48	-0.3%	-$7.18K	0.03%	174
2025 Q1	$2.08M	Buy	14,879 +1,897	+15%	+$265K	0.03%	179
2024 Q4	$2.24M	Buy	12,982 +780	+6%	+$134K	0.03%	179
2024 Q3	$1.87M	Buy	12,202 +178	+1%	+$27.3K	0.02%	194
2024 Q2	$1.46M	Buy	12,024 +512	+4%	+$62.2K	0.02%	200
2024 Q1	$1.51M	Sell	11,512 -485	-4%	-$63.7K	0.02%	205
2023 Q4	$1.57M	Hold	11,997	–	–	0.02%	204
2023 Q3	$1.29M	Buy	11,997 +31	+0.3%	+$3.32K	0.02%	206
2023 Q2	$1.11M	Hold	11,966	–	–	0.02%	215
2023 Q1	$1.05M	Sell	11,966 -6,293	-34%	-$553K	0.02%	225
2022 Q4	$1.35M	Buy	18,259 +7,695	+73%	+$571K	0.02%	194
2022 Q3	$884K	Buy	10,564 +245	+2%	+$20.5K	0.02%	239
2022 Q2	$941K	Buy	10,319 +226	+2%	+$20.6K	0.02%	234
2022 Q1	$1.28M	Hold	10,093	–	–	0.02%	210
2021 Q4	$1.31M	Sell	10,093 -2,307	-19%	-$299K	0.02%	213
2021 Q3	$1.44M	Sell	12,400 -476	-4%	-$55.4K	0.02%	200
2021 Q2	$1.25M	Buy	12,876 +7,000	+119%	+$680K	0.02%	209
2021 Q1	$438K	Buy	5,876 +1,176	+25%	+$87.7K	0.01%	295
2020 Q4	$305K	Hold	4,700	–	–	0.01%	333
2020 Q3	$245K	Hold	4,700	–	–	0.01%	321
2020 Q2	$266K	Hold	4,700	–	–	0.01%	315
2020 Q1	$214K	Hold	4,700	–	–	0.01%	307
2019 Q4	$263K	Hold	4,700	–	–	0.01%	319
2019 Q3	$230K	Hold	4,700	–	–	0.01%	331
2019 Q2	$209K	Buy	+4,700	New	+$209K	0.01%	335
2018 Q2	–	Sell	-8,540	Closed	-$273K	–	360
2018 Q1	$273K	Hold	8,540	–	–	0.01%	317
2017 Q4	$273K	Buy	+8,540	New	+$273K	0.01%	303
2017 Q3	–	Sell	-8,540	Closed	-$285K	–	335
2017 Q2	$285K	Hold	8,540	–	–	0.01%	298
2017 Q1	$254K	Sell	8,540 -1,600	-16%	-$47.6K	0.01%	306
2016 Q4	$274K	Buy	+10,140	New	+$274K	0.01%	297
2016 Q2	–	Sell	-7,447	Closed	-$209K	–	340
2016 Q1	$209K	Buy	+7,447	New	+$209K	0.01%	326
2015 Q3	–	Sell	-6,162	Closed	-$247K	–	329
2015 Q2	$247K	Hold	6,162	–	–	0.01%	307
2015 Q1	$235K	Sell	6,162 -509	-8%	-$19.4K	0.01%	309
2014 Q4	$222K	Buy	+6,671	New	+$222K	0.01%	323