Marietta Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.54M | Buy |
57,074
+2,079
| +4% | +$311K | 1.11% | 30 |
|
|
2025
Q1 | $7.69M | Buy |
54,995
+2,812
| +5% | +$393K | 1.13% | 34 |
|
|
2024
Q4 | $9M | Sell |
52,183
-1,962
| -4% | -$338K | 1.29% | 25 |
|
|
2024
Q3 | $8.29M | Buy |
54,145
+1,110
| +2% | +$170K | 1.2% | 26 |
|
|
2024
Q2 | $6.57M | Buy |
53,035
+622
| +1% | +$77K | 1.02% | 36 |
|
|
2024
Q1 | $6.89M | Sell |
52,413
-2,362
| -4% | -$310K | 1.14% | 31 |
|
|
2023
Q4 | $7.17M | Sell |
54,775
-404
| -0.7% | -$52.9K | 1.28% | 25 |
|
|
2023
Q3 | $5.91M | Buy |
55,179
+1,533
| +3% | +$164K | 1.17% | 30 |
|
|
2023
Q2 | $4.99M | Buy |
53,646
+1,886
| +4% | +$175K | 0.94% | 52 |
|
|
2023
Q1 | $4.55M | Buy |
51,760
+3,326
| +7% | +$292K | 0.97% | 52 |
|
|
2022
Q4 | $3.59M | Buy |
48,434
+16,041
| +50% | +$1.19M | 0.81% | 61 |
|
|
2022
Q3 | $2.71M | Buy |
+32,393
| New | +$2.71M | 0.68% | 65 |
|