A detailed history of Bernardo Wealth Planning LLC transactions in Blackstone Inc. stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 3,838 shares of BX stock, worth $679,748. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,838
Previous 3,827 0.29%
Holding current value
$679,748
Previous $650,000 1.69%
% of portfolio
0.16%
Previous 0.16%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

BUY
$148.45 - $199.05 $1,632 - $2,189
11 Added 0.29%
3,838 $661,000
Q3 2024

Oct 18, 2024

BUY
$120.77 - $159.66 $35,144 - $46,461
291 Added 8.23%
3,827 $650,000
Q2 2024

Jul 10, 2024

BUY
$116.13 - $132.0 $1,393 - $1,584
12 Added 0.34%
3,536 $437,000
Q1 2024

May 07, 2024

SELL
$116.98 - $131.66 $467 - $526
-4 Reduced 0.11%
3,524 $462,000
Q4 2023

Jan 25, 2024

SELL
$89.61 - $133.13 $16,667 - $24,762
-186 Reduced 5.01%
3,528 $461,000
Q3 2023

Oct 30, 2023

BUY
$91.91 - $115.12 $20,587 - $25,786
224 Added 6.42%
3,714 $397,000
Q2 2023

Jul 21, 2023

SELL
$80.4 - $92.97 $22,270 - $25,752
-277 Reduced 7.35%
3,490 $324,000
Q1 2023

May 05, 2023

BUY
$76.13 - $100.03 $1,218 - $1,600
16 Added 0.43%
3,767 $330,000
Q4 2022

Jan 30, 2023

BUY
$72.15 - $108.77 $53,318 - $80,381
739 Added 24.54%
3,751 $278,000
Q3 2022

Oct 24, 2022

BUY
$81.95 - $108.79 $55,726 - $73,977
680 Added 29.16%
3,012 $257,000
Q2 2022

Jul 29, 2022

BUY
$89.68 - $130.57 $15,066 - $21,935
168 Added 7.76%
2,332 $212,000
Q1 2022

May 06, 2022

BUY
$108.62 - $137.98 $33,020 - $41,945
304 Added 16.34%
2,164 $274,000
Q4 2021

Jan 27, 2022

BUY
$110.95 - $148.88 $206,367 - $276,916
1,860 New
1,860 $240,000

Others Institutions Holding BX

About Blackstone Inc.


  • Ticker BX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 709,041,024
  • Market Cap $126B
  • 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
Track This Portfolio

Track Bernardo Wealth Planning LLC Portfolio

Follow Bernardo Wealth Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bernardo Wealth Planning LLC with notifications on news.