Marcum Wealth’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.63M | Buy |
11,627
+20
| +0.2% | +$2.8K | 0.14% | 76 |
|
|
2024
Q4 | $2M | Buy |
11,607
+2
| +0% | +$345 | 0.17% | 63 |
|
|
2024
Q3 | $1.78M | Sell |
11,605
-516
| -4% | -$79K | 0.17% | 66 |
|
|
2024
Q2 | $1.5M | Sell |
12,121
-222
| -2% | -$27.5K | 0.15% | 74 |
|
|
2024
Q1 | $1.62M | Buy |
12,343
+410
| +3% | +$53.9K | 0.16% | 66 |
|
|
2023
Q4 | $1.56M | Buy |
11,933
+49
| +0.4% | +$6.42K | 0.17% | 68 |
|
|
2023
Q3 | $1.27M | Buy |
11,884
+22
| +0.2% | +$2.36K | 0.15% | 73 |
|
|
2023
Q2 | $1.1M | Buy |
11,862
+233
| +2% | +$21.7K | 0.13% | 84 |
|
|
2023
Q1 | $1.02M | Sell |
11,629
-706
| -6% | -$62K | 0.13% | 89 |
|
|
2022
Q4 | $915K | Sell |
12,335
-1,071
| -8% | -$79.5K | 0.12% | 95 |
|
|
2022
Q3 | $1.12M | Sell |
13,406
-74
| -0.5% | -$6.19K | 0.17% | 71 |
|
|
2022
Q2 | $1.23M | Buy |
13,480
+202
| +2% | +$18.4K | 0.18% | 68 |
|
|
2022
Q1 | $1.69M | Buy |
13,278
+353
| +3% | +$44.8K | 0.23% | 58 |
|
|
2021
Q4 | $1.67M | Buy |
12,925
+800
| +7% | +$103K | 0.23% | 60 |
|
|
2021
Q3 | $1.41M | Sell |
12,125
-375
| -3% | -$43.6K | 0.22% | 64 |
|
|
2021
Q2 | $1.21M | Sell |
12,500
-295
| -2% | -$28.7K | 0.2% | 72 |
|
|
2021
Q1 | $954K | Buy |
+12,795
| New | +$954K | 0.16% | 97 |
|