Winch Advisory Services’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1K | Hold |
94
| – | – | ﹤0.01% | 266 |
|
|
2025
Q1 | $13.1K | Buy |
94
+1
| +1% | +$139 | ﹤0.01% | 261 |
|
|
2024
Q4 | $16.1K | Hold |
93
| – | – | ﹤0.01% | 246 |
|
|
2024
Q3 | $14.2K | Buy |
93
+1
| +1% | +$153 | ﹤0.01% | 237 |
|
|
2024
Q2 | $11.4K | Hold |
92
| – | – | ﹤0.01% | 248 |
|
|
2024
Q1 | $12.1K | Hold |
92
| – | – | ﹤0.01% | 242 |
|
|
2023
Q4 | $12K | Sell |
92
-87
| -49% | -$11.4K | ﹤0.01% | 247 |
|
|
2023
Q3 | $19K | Sell |
179
-60
| -25% | -$6.37K | 0.01% | 199 |
|
|
2023
Q2 | $22K | Buy |
239
+2
| +0.8% | +$184 | 0.01% | 186 |
|
|
2023
Q1 | $21K | Buy |
237
+2
| +0.9% | +$177 | 0.01% | 186 |
|
|
2022
Q4 | $17K | Buy |
235
+83
| +55% | +$6K | 0.01% | 196 |
|
|
2022
Q3 | $13K | Sell |
152
-38
| -20% | -$3.25K | 0.01% | 203 |
|
|
2022
Q2 | $17K | Hold |
190
| – | – | 0.01% | 189 |
|
|
2022
Q1 | $24K | Hold |
190
| – | – | 0.01% | 189 |
|
|
2021
Q4 | $25K | Buy |
190
+54
| +40% | +$7.11K | 0.01% | 185 |
|
|
2021
Q3 | $16K | Buy |
136
+36
| +36% | +$4.24K | 0.01% | 231 |
|
|
2021
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 264 |
|
|
2021
Q1 | $7K | Buy |
100
+1
| +1% | +$70 | ﹤0.01% | 273 |
|
|
2020
Q4 | $6K | Buy |
+99
| New | +$6K | ﹤0.01% | 273 |
|
|
2020
Q3 | – | Sell |
-82
| Closed | -$5K | – | 392 |
|
|
2020
Q2 | $5K | Buy |
+82
| New | +$5K | ﹤0.01% | 255 |
|
|
2020
Q1 | – | Sell |
-432
| Closed | -$24K | – | 345 |
|
|
2019
Q4 | $24K | Buy |
432
+89
| +26% | +$4.94K | 0.01% | 144 |
|
|
2019
Q3 | $17K | Buy |
343
+2
| +0.6% | +$99 | 0.01% | 151 |
|
|
2019
Q2 | $15K | Sell |
341
-111
| -25% | -$4.88K | 0.01% | 173 |
|
|
2019
Q1 | $16K | Buy |
452
+3
| +0.7% | +$106 | 0.01% | 162 |
|
|
2018
Q4 | $13K | Buy |
449
+4
| +0.9% | +$116 | 0.01% | 161 |
|
|
2018
Q3 | $17K | Buy |
445
+2
| +0.5% | +$76 | 0.01% | 149 |
|
|
2018
Q2 | $14K | Buy |
443
+188
| +74% | +$5.94K | 0.01% | 173 |
|
|
2018
Q1 | $8K | Buy |
255
+142
| +126% | +$4.46K | ﹤0.01% | 200 |
|
|
2017
Q4 | $4K | Hold |
113
| – | – | ﹤0.01% | 227 |
|
|
2017
Q3 | $4K | Hold |
113
| – | – | ﹤0.01% | 218 |
|
|
2017
Q2 | $4K | Hold |
113
| – | – | ﹤0.01% | 229 |
|
|
2017
Q1 | $3K | Buy |
113
+2
| +2% | +$53 | ﹤0.01% | 222 |
|
|
2016
Q4 | $3K | Buy |
111
+2
| +2% | +$54 | ﹤0.01% | 204 |
|
|
2016
Q3 | $3K | Hold |
109
| – | – | ﹤0.01% | 215 |
|
|
2016
Q2 | $3K | Hold |
109
| – | – | ﹤0.01% | 207 |
|
|
2016
Q1 | $3K | Hold |
109
| – | – | ﹤0.01% | 172 |
|
|
2015
Q4 | $3K | Sell |
109
-1
| -0.9% | -$28 | ﹤0.01% | 190 |
|
|
2015
Q3 | $3K | Buy |
110
+2
| +2% | +$55 | ﹤0.01% | 178 |
|
|
2015
Q2 | $4K | Buy |
108
+2
| +2% | +$74 | ﹤0.01% | 214 |
|
|
2015
Q1 | $4K | Buy |
+106
| New | +$4K | ﹤0.01% | 199 |
|
|
2014
Q4 | – | Sell |
-88,873
| Closed | -$2.75M | – | 57 |
|
|
2014
Q3 | $2.75M | Buy |
88,873
+23
| +0% | +$711 | 1.76% | 18 |
|
|
2014
Q2 | $2.92M | Buy |
88,850
+8
| +0% | +$263 | 1.71% | 16 |
|
|
2014
Q1 | $2.9M | Buy |
+88,842
| New | +$2.9M | 1.84% | 16 |
|