A detailed history of Jeppson Wealth Management, LLC transactions in Blackstone Inc. stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 6,838 shares of BX stock, worth $1.33 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
6,838
Previous 6,943 1.51%
Holding current value
$1.33 Million
Previous $859,000 21.77%
% of portfolio
0.38%
Previous 0.33%

Shares

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

Nov 04, 2024

SELL
$120.77 - $159.66 $12,680 - $16,764
-105 Reduced 1.51%
6,838 $1.05 Million
Q2 2024

Aug 05, 2024

SELL
$116.13 - $132.0 $15,677 - $17,820
-135 Reduced 1.91%
6,943 $859,000
Q1 2024

Apr 17, 2024

SELL
$116.98 - $131.66 $26,320 - $29,623
-225 Reduced 3.08%
7,078 $929,000
Q4 2023

Jan 11, 2024

SELL
$89.61 - $133.13 $20,431 - $30,353
-228 Reduced 3.03%
7,303 $956,000
Q3 2023

Oct 25, 2023

SELL
$91.91 - $115.12 $7,812 - $9,785
-85 Reduced 1.12%
7,531 $806,000
Q2 2023

Jul 31, 2023

BUY
$80.4 - $92.97 $7,396 - $8,553
92 Added 1.22%
7,616 $708,000
Q1 2023

Apr 27, 2023

SELL
$76.13 - $100.03 $15,454 - $20,306
-203 Reduced 2.63%
7,524 $660,000
Q4 2022

Jan 27, 2023

SELL
$72.15 - $108.77 $25,685 - $38,722
-356 Reduced 4.4%
7,727 $0
Q3 2022

Oct 20, 2022

SELL
$81.95 - $108.79 $17,619 - $23,389
-215 Reduced 2.59%
8,083 $677,000
Q2 2022

Aug 03, 2022

BUY
$89.68 - $130.57 $45,019 - $65,546
502 Added 6.44%
8,298 $757,000
Q1 2022

Apr 27, 2022

SELL
$108.62 - $137.98 $21,724 - $27,595
-200 Reduced 2.5%
7,796 $989,000
Q4 2021

Jan 19, 2022

SELL
$110.95 - $148.88 $91,533 - $122,826
-825 Reduced 9.35%
7,996 $1.04 Million
Q3 2021

Nov 17, 2021

SELL
$97.11 - $135.04 $35,250 - $49,019
-363 Reduced 3.95%
8,821 $1.03 Million
Q2 2021

Jul 20, 2021

SELL
$74.62 - $99.62 $39,548 - $52,798
-530 Reduced 5.46%
9,184 $892,000
Q1 2021

May 19, 2021

SELL
$61.66 - $76.09 $1,603 - $1,978
-26 Reduced 0.27%
9,714 $723,000
Q4 2020

Mar 05, 2021

BUY
$50.29 - $65.34 $3,771 - $4,900
75 Added 0.78%
9,740 $631,000
Q3 2020

Nov 19, 2020

BUY
$49.95 - $58.0 $482,766 - $560,570
9,665 New
9,665 $505,000

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
Track This Portfolio

Track Jeppson Wealth Management, LLC Portfolio

Follow Jeppson Wealth Management, 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 Jeppson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jeppson Wealth Management, LLC with notifications on news.