A detailed history of Wealth Plan Investment Management, LLC transactions in Blackstone Inc. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 26,213 shares of BX stock, worth $4.85 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
26,213
Previous 16,383 60.0%
Holding current value
$4.85 Million
Previous $2.03 Million 97.88%
% of portfolio
0.43%
Previous 0.33%

Shares

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

Nov 05, 2024

BUY
$120.77 - $159.66 $1.19 Million - $1.57 Million
9,830 Added 60.0%
26,213 $4.01 Million
Q2 2024

Aug 09, 2024

SELL
$116.13 - $132.0 $215,188 - $244,596
-1,853 Reduced 10.16%
16,383 $2.03 Million
Q1 2024

May 16, 2024

BUY
$116.98 - $131.66 $92,882 - $104,538
794 Added 4.55%
18,236 $2.4 Million
Q4 2023

Jan 05, 2024

BUY
$89.61 - $133.13 $223,756 - $332,425
2,497 Added 16.71%
17,442 $2.28 Million
Q3 2023

Nov 15, 2023

SELL
$91.91 - $115.12 $620,576 - $777,290
-6,752 Reduced 31.12%
14,945 $1.6 Million
Q3 2023

Nov 09, 2023

BUY
$91.91 - $115.12 $1.31 Million - $1.64 Million
14,287 Added 192.81%
21,697 $2.32 Million
Q2 2023

Aug 14, 2023

BUY
$80.4 - $92.97 $423,788 - $490,044
5,271 Added 246.42%
7,410 $688,000
Q2 2023

Jul 25, 2023

SELL
$80.4 - $92.97 $764,845 - $884,423
-9,513 Reduced 81.64%
2,139 $198,000
Q1 2023

May 08, 2023

SELL
$76.13 - $100.03 $1.32 Million - $1.74 Million
-17,349 Reduced 59.82%
11,652 $1.02 Million
Q4 2022

Feb 15, 2023

BUY
$72.15 - $108.77 $73,304 - $110,510
1,016 Added 3.63%
29,001 $2.15 Million
Q3 2022

Dec 12, 2022

BUY
$81.95 - $108.79 $523,250 - $694,624
6,385 Added 29.56%
27,985 $2.17 Million
Q1 2022

Sep 07, 2022

BUY
$108.62 - $137.98 $2.35 Million - $2.98 Million
21,600 New
21,600 $2.19 Million

Others Institutions Holding BX

About Blackstone Inc.


  • Ticker BX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 709,041,024
  • Market Cap $131B
  • 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 Wealth Plan Investment Management, LLC Portfolio

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

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.