Welch Group’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.37M | Buy |
62,641
+3,435
| +6% | +$514K | 0.39% | 45 |
|
|
2025
Q1 | $8.18M | Buy |
59,206
+1,994
| +3% | +$275K | 0.36% | 45 |
|
|
2024
Q4 | $9.84M | Sell |
57,212
-186
| -0.3% | -$32K | 0.44% | 42 |
|
|
2024
Q3 | $8.79M | Buy |
57,398
+3,155
| +6% | +$483K | 0.38% | 41 |
|
|
2024
Q2 | $6.72M | Buy |
54,243
+1,035
| +2% | +$128K | 0.32% | 46 |
|
|
2024
Q1 | $6.99M | Buy |
53,208
+694
| +1% | +$91.2K | 0.35% | 42 |
|
|
2023
Q4 | $6.88M | Buy |
52,514
+187
| +0.4% | +$24.5K | 0.37% | 41 |
|
|
2023
Q3 | $5.61M | Buy |
52,327
+642
| +1% | +$68.8K | 0.33% | 42 |
|
|
2023
Q2 | $4.81M | Buy |
51,685
+3,748
| +8% | +$348K | 0.28% | 51 |
|
|
2023
Q1 | $4.21M | Buy |
47,937
+5,005
| +12% | +$440K | 0.24% | 53 |
|
|
2022
Q4 | $3.19M | Buy |
42,932
+2,081
| +5% | +$154K | 0.18% | 58 |
|
|
2022
Q3 | $3.42M | Buy |
40,851
+1,899
| +5% | +$159K | 0.22% | 49 |
|
|
2022
Q2 | $3.55M | Buy |
38,952
+2,153
| +6% | +$196K | 0.22% | 47 |
|
|
2022
Q1 | $4.67M | Buy |
36,799
+2,506
| +7% | +$318K | 0.27% | 46 |
|
|
2021
Q4 | $4.44M | Buy |
34,293
+905
| +3% | +$117K | 0.26% | 47 |
|
|
2021
Q3 | $3.88M | Buy |
33,388
+3,221
| +11% | +$375K | 0.26% | 48 |
|
|
2021
Q2 | $2.93M | Buy |
30,167
+3,065
| +11% | +$298K | 0.2% | 53 |
|
|
2021
Q1 | $2.02M | Buy |
27,102
+16,446
| +154% | +$1.23M | 0.15% | 59 |
|
|
2020
Q4 | $691K | Buy |
10,656
+2,753
| +35% | +$179K | 0.06% | 85 |
|
|
2020
Q3 | $413K | Hold |
7,903
| – | – | 0.04% | 100 |
|
|
2020
Q2 | $448K | Hold |
7,903
| – | – | 0.04% | 87 |
|
|
2020
Q1 | $360K | Buy |
+7,903
| New | +$360K | 0.04% | 93 |
|