Wellington Shields & Co’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.94M | Sell |
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|
2025
Q1 | $4.63M | Buy |
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|
2024
Q4 | $5.56M | Sell |
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|
2024
Q3 | $4.98M | Sell |
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|
2024
Q2 | $4.08M | Sell |
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|
2024
Q1 | $4.41M | Sell |
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|
2023
Q4 | $4.45M | Sell |
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|
2023
Q3 | $3.89M | Sell |
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|
2023
Q2 | $3.44M | Sell |
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|
2023
Q1 | $3.44M | Buy |
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|
2022
Q4 | $2.87M | Buy |
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|
2022
Q3 | $3.16M | Sell |
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|
2022
Q2 | $3.63M | Sell |
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|
2022
Q1 | $5.6M | Buy |
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|
2021
Q4 | $5.57M | Buy |
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|
2021
Q3 | $4.31M | Sell |
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|
2021
Q2 | $3.8M | Buy |
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|
2021
Q1 | $2.73M | Buy |
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|
2020
Q4 | $2.31M | Sell |
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|
2020
Q3 | $1.87M | Buy |
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|
2020
Q2 | $1.86M | Buy |
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|
2020
Q1 | $1.48M | Buy |
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|
2019
Q4 | $1.8M | Buy |
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|
2019
Q3 | $1.42M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $448K | Buy |
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|
2014
Q3 | $353K | Sell |
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|
2014
Q2 | $391K | Buy |
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|
2014
Q1 | $278K | Sell |
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|
2013
Q4 | $265K | Buy |
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