KMG Fiduciary Partners’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$736K Buy
2025
Q2
$640K Sell
2025
Q1
$618K Sell
2024
Q4
$763K Sell
2024
Q3
$678K Hold
2024
Q2
$548K Hold
2024
Q1
$582K Sell
2023
Q4
$716K Sell
2023
Q3
$609K Sell
2023
Q2
$544K Sell
2023
Q1
$2.12M Buy
2022
Q4
$1.2M Buy
2022
Q3
$1.32M Sell
2022
Q2
$1.44M Sell
2022
Q1
$2.04M Sell
2021
Q4
$2.33M Buy
2021
Q3
$2.06M Sell
2021
Q2
$1.97M Sell
2021
Q1
$1.51M Buy
2020
Q4
$1.12M Buy
2020
Q3
$849K Buy