Zhang Financial’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
12,102
+12
| +0.1% | +$1.8K | 0.08% | 122 |
|
|
2025
Q1 | $1.69M | Buy |
12,090
+2,523
| +26% | +$353K | 0.09% | 118 |
|
|
2024
Q4 | $1.65M | Buy |
9,567
+171
| +2% | +$29.5K | 0.09% | 114 |
|
|
2024
Q3 | $1.44M | Sell |
9,396
-905
| -9% | -$139K | 0.09% | 115 |
|
|
2024
Q2 | $1.28M | Sell |
10,301
-513
| -5% | -$63.5K | 0.09% | 117 |
|
|
2024
Q1 | $1.42M | Sell |
10,814
-354
| -3% | -$46.5K | 0.11% | 111 |
|
|
2023
Q4 | $1.46M | Sell |
11,168
-2,783
| -20% | -$364K | 0.13% | 98 |
|
|
2023
Q3 | $1.49M | Buy |
13,951
+1,943
| +16% | +$208K | 0.15% | 84 |
|
|
2023
Q2 | $1.12M | Sell |
12,008
-1,106
| -8% | -$103K | 0.11% | 105 |
|
|
2023
Q1 | $1.15M | Buy |
13,114
+1,019
| +8% | +$89.5K | 0.13% | 94 |
|
|
2022
Q4 | $897K | Sell |
12,095
-475
| -4% | -$35.2K | 0.11% | 107 |
|
|
2022
Q3 | $1.05M | Buy |
12,570
+1,034
| +9% | +$86.5K | 0.16% | 78 |
|
|
2022
Q2 | $1.05M | Buy |
11,536
+1,224
| +12% | +$112K | 0.17% | 78 |
|
|
2022
Q1 | $1.31M | Buy |
10,312
+7,057
| +217% | +$896K | 0.22% | 63 |
|
|
2021
Q4 | $421K | Buy |
+3,255
| New | +$421K | 0.07% | 133 |
|