LMG 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 | $1.54M | Buy |
10,305
+857
| +9% | +$128K | 0.32% | 80 |
|
2025
Q1 | $1.32M | Sell |
9,448
-40
| -0.4% | -$5.59K | 0.29% | 79 |
|
2024
Q4 | $1.64M | Buy |
9,488
+98
| +1% | +$16.9K | 0.36% | 74 |
|
2024
Q3 | $1.44M | Buy |
9,390
+479
| +5% | +$73.3K | 0.33% | 76 |
|
2024
Q2 | $1.1M | Buy |
8,911
+506
| +6% | +$62.6K | 0.28% | 77 |
|
2024
Q1 | $1.1M | Buy |
8,405
+280
| +3% | +$36.8K | 0.28% | 81 |
|
2023
Q4 | $1.06M | Buy |
8,125
+1,030
| +15% | +$135K | 0.3% | 65 |
|
2023
Q3 | $760K | Buy |
7,095
+1,204
| +20% | +$129K | 0.23% | 70 |
|
2023
Q2 | $548K | Buy |
5,891
+677
| +13% | +$62.9K | 0.17% | 73 |
|
2023
Q1 | $458K | Buy |
+5,214
| New | +$458K | 0.15% | 77 |
|