Willner & Heller’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $761K | Buy |
5,086
+34
| +0.7% | +$5.09K | 0.64% | 45 |
|
|
2025
Q1 | $706K | Buy |
5,052
+43
| +0.9% | +$6.01K | 0.65% | 47 |
|
|
2024
Q4 | $864K | Sell |
5,009
-26
| -0.5% | -$4.48K | 0.76% | 33 |
|
|
2024
Q3 | $771K | Buy |
5,035
+32
| +0.6% | +$4.9K | 0.69% | 41 |
|
|
2024
Q2 | $619K | Sell |
5,003
-134
| -3% | -$16.6K | 0.59% | 49 |
|
|
2024
Q1 | $675K | Sell |
5,137
-41
| -0.8% | -$5.39K | 0.67% | 46 |
|
|
2023
Q4 | $678K | Buy |
+5,178
| New | +$678K | 0.76% | 43 |
|
|
2022
Q4 | $430K | Buy |
+5,794
| New | +$430K | 0.61% | 55 |
|