A detailed history of Bergan Kdv Wealth Management, LLC transactions in Blackstone Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 7 shares of BX stock, worth $862. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7
Previous 20 65.0%
Holding current value
$862
Previous $1,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$80.4 - $92.97 $1,045 - $1,208
-13 Reduced 65.0%
7 $0
Q1 2023

Apr 27, 2023

BUY
$76.13 - $100.03 $609 - $800
8 Added 66.67%
20 $1,000
Q4 2022

Jan 31, 2023

SELL
$72.15 - $108.77 $649 - $978
-9 Reduced 42.86%
12 $0
Q3 2022

Oct 24, 2022

BUY
$81.95 - $108.79 $245 - $326
3 Added 16.67%
21 $2,000
Q2 2022

Jul 13, 2022

BUY
$89.68 - $130.57 $269 - $391
3 Added 20.0%
18 $2,000
Q1 2022

May 09, 2022

BUY
$108.62 - $137.98 $108 - $137
1 Added 7.14%
15 $2,000
Q3 2021

Nov 12, 2021

BUY
$97.11 - $135.04 $582 - $810
6 Added 75.0%
14 $2,000
Q2 2021

Aug 10, 2021

BUY
$74.62 - $99.62 $596 - $796
8 New
8 $1,000

Others Institutions Holding BX

About Blackstone Inc.


  • Ticker BX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 709,041,024
  • Market Cap $87.4B
  • Description
  • Blackstone Inc. is an alternative asset management firm specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies. The firm typically invests in early-stage companies. It also provide capital markets services. The real estate segment specializes in...
More about BX
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