Whalen Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,752
| Closed | -$647K | – | 124 |
|
|
2024
Q4 | $647K | Sell |
3,752
-2,261
| -38% | -$390K | 0.45% | 47 |
|
|
2024
Q3 | $921K | Buy |
6,013
+2,202
| +58% | +$337K | 0.65% | 33 |
|
|
2024
Q2 | $472K | Sell |
3,811
-1,575
| -29% | -$195K | 0.37% | 56 |
|
|
2024
Q1 | $708K | Buy |
5,386
+572
| +12% | +$75.1K | 0.52% | 34 |
|
|
2023
Q4 | $630K | Buy |
+4,814
| New | +$630K | 0.57% | 46 |
|