Daymark Wealth Partners’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.14M Buy
20,961
+3,841
+22% +$575K 0.12% 146
2025
Q1
$2.39M Sell
17,120
-1,106
-6% -$155K 0.1% 152
2024
Q4
$3.14M Sell
18,226
-695
-4% -$120K 0.13% 125
2024
Q3
$2.9M Buy
18,921
+324
+2% +$49.6K 0.12% 138
2024
Q2
$2.3M Buy
18,597
+4,246
+30% +$526K 0.11% 147
2024
Q1
$1.89M Buy
14,351
+2,373
+20% +$312K 0.1% 135
2023
Q4
$1.57M Sell
11,978
-3,904
-25% -$511K 0.1% 146
2023
Q3
$1.7M Sell
15,882
-264
-2% -$28.3K 0.12% 131
2023
Q2
$1.5M Buy
16,146
+5,606
+53% +$521K 0.11% 136
2023
Q1
$926K Buy
10,540
+2,736
+35% +$240K 0.12% 135
2022
Q4
$579K Buy
+7,804
New +$579K 0.1% 133