YHB Investment Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $811K | Buy |
5,421
+3,051
| +129% | +$456K | 0.06% | 173 |
|
|
2025
Q1 | $331K | Sell |
2,370
-50
| -2% | -$6.99K | 0.03% | 229 |
|
|
2024
Q4 | $417K | Hold |
2,420
| – | – | 0.03% | 207 |
|
|
2024
Q3 | $371K | Sell |
2,420
-10
| -0.4% | -$1.53K | 0.03% | 222 |
|
|
2024
Q2 | $301K | Buy |
2,430
+110
| +5% | +$13.6K | 0.03% | 237 |
|
|
2024
Q1 | $305K | Sell |
2,320
-90
| -4% | -$11.8K | 0.03% | 230 |
|
|
2023
Q4 | $316K | Sell |
2,410
-30
| -1% | -$3.93K | 0.03% | 222 |
|
|
2023
Q3 | $261K | Sell |
2,440
-15
| -0.6% | -$1.61K | 0.02% | 236 |
|
|
2023
Q2 | $228K | Sell |
2,455
-200
| -8% | -$18.6K | 0.02% | 260 |
|
|
2023
Q1 | $233K | Buy |
+2,655
| New | +$233K | 0.02% | 262 |
|