A detailed history of Concentric Wealth Management, LLC transactions in Blackstone Inc. stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 2,115 shares of BX stock, worth $410,331. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,115
Previous 2,355 10.19%
Holding current value
$410,331
Previous $291,000 11.0%
% of portfolio
0.07%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$120.77 - $159.66 $28,984 - $38,318
-240 Reduced 10.19%
2,115 $323,000
Q2 2024

Aug 13, 2024

BUY
$116.13 - $132.0 $16,258 - $18,480
140 Added 6.32%
2,355 $291,000
Q2 2023

Aug 08, 2023

SELL
$80.4 - $92.97 $42,210 - $48,809
-525 Reduced 19.16%
2,215 $205,000
Q2 2022

Aug 12, 2022

SELL
$89.68 - $130.57 $2,242 - $3,264
-25 Reduced 0.9%
2,740 $250,000
Q1 2022

Apr 14, 2022

SELL
$108.62 - $137.98 $5,431 - $6,898
-50 Reduced 1.78%
2,765 $351,000
Q4 2021

Feb 10, 2022

SELL
$110.95 - $148.88 $17,752 - $23,820
-160 Reduced 5.38%
2,815 $364,000
Q3 2021

Nov 12, 2021

SELL
$97.11 - $135.04 $21,849 - $30,384
-225 Reduced 7.03%
2,975 $346,000
Q1 2021

May 14, 2021

SELL
$61.66 - $76.09 $18,498 - $22,827
-300 Reduced 8.57%
3,200 $238,000
Q4 2020

Feb 10, 2021

BUY
$50.29 - $65.34 $176,015 - $228,690
3,500 New
3,500 $227,000

Others Institutions Holding BX

About Blackstone Inc.


  • Ticker BX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 709,041,024
  • Market Cap $138B
  • 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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