Legacy Wealth Management (Mississippi)’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$586K Sell
3,917
-2,114
-35% -$316K 0.18% 62
2025
Q1
$843K Buy
6,031
+2,114
+54% +$295K 0.28% 52
2024
Q4
$675K Sell
3,917
-1,347
-26% -$232K 0.27% 55
2024
Q3
$806K Buy
+5,264
New +$806K 0.3% 56