MSA
Marino Stram & Associates’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Buy |
3,270
+402
| +14% | +$60.1K | 0.1% | 115 |
|
|
2025
Q1 | $401K | Buy |
2,868
+270
| +10% | +$37.7K | 0.09% | 117 |
|
|
2024
Q4 | $448K | Buy |
2,598
+1
| +0% | +$172 | 0.1% | 114 |
|
|
2024
Q3 | $398K | Buy |
2,597
+1
| +0% | +$153 | 0.09% | 118 |
|
|
2024
Q2 | $321K | Buy |
2,596
+2
| +0.1% | +$248 | 0.08% | 126 |
|
|
2024
Q1 | $341K | Buy |
2,594
+2
| +0.1% | +$263 | 0.08% | 130 |
|
|
2023
Q4 | $339K | Buy |
2,592
+96
| +4% | +$12.6K | 0.09% | 127 |
|
|
2023
Q3 | $267K | Buy |
2,496
+2
| +0.1% | +$214 | 0.08% | 133 |
|
|
2023
Q2 | $232K | Buy |
2,494
+41
| +2% | +$3.81K | 0.07% | 148 |
|
|
2023
Q1 | $215K | Buy |
+2,453
| New | +$215K | 0.07% | 147 |
|
|
2022
Q3 | – | Sell |
-2,280
| Closed | -$208K | – | 143 |
|
|
2022
Q2 | $208K | Buy |
2,280
+28
| +1% | +$2.55K | 0.07% | 137 |
|
|
2022
Q1 | $286K | Hold |
2,252
| – | – | 0.09% | 128 |
|
|
2021
Q4 | $291K | Hold |
2,252
| – | – | 0.09% | 126 |
|
|
2021
Q3 | $262K | Sell |
2,252
-9,908
| -81% | -$1.15M | 0.09% | 123 |
|
|
2021
Q2 | $1.18M | Buy |
+12,160
| New | +$1.18M | 0.31% | 73 |
|