Westshore Wealth’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Sell |
2,734
-113
| -4% | -$16.9K | 0.16% | 54 |
|
|
2025
Q1 | $398K | Sell |
2,847
-136
| -5% | -$19K | 0.17% | 55 |
|
|
2024
Q4 | $514K | Sell |
2,983
-95
| -3% | -$16.4K | 0.21% | 35 |
|
|
2024
Q3 | $471K | Sell |
3,078
-52
| -2% | -$7.96K | 0.19% | 41 |
|
|
2024
Q2 | $387K | Sell |
3,130
-19
| -0.6% | -$2.35K | 0.16% | 45 |
|
|
2024
Q1 | $414K | Sell |
3,149
-27
| -0.9% | -$3.55K | 0.17% | 47 |
|
|
2023
Q4 | $416K | Hold |
3,176
| – | – | 0.19% | 40 |
|
|
2023
Q3 | $340K | Hold |
3,176
| – | – | 0.19% | 44 |
|
|
2023
Q2 | $295K | Sell |
3,176
-104
| -3% | -$9.67K | 0.15% | 64 |
|
|
2023
Q1 | $288K | Buy |
3,280
+113
| +4% | +$9.93K | 0.15% | 71 |
|
|
2022
Q4 | $235K | Hold |
3,167
| – | – | 0.13% | 89 |
|
|
2022
Q3 | $265K | Buy |
3,167
+1
| +0% | +$84 | 0.18% | 63 |
|
|
2022
Q2 | $289K | Buy |
3,166
+78
| +3% | +$7.12K | 0.19% | 62 |
|
|
2022
Q1 | $392K | Buy |
3,088
+398
| +15% | +$50.5K | 0.26% | 48 |
|
|
2021
Q4 | $348K | Buy |
+2,690
| New | +$348K | 0.24% | 55 |
|