Marion 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
$2.38M Buy
15,903
+454
+3% +$67.9K 0.6% 44
2025
Q1
$2.16M Sell
15,449
-2,484
-14% -$347K 0.58% 46
2024
Q4
$3.09M Sell
17,933
-278
-2% -$47.9K 0.82% 33
2024
Q3
$2.79M Buy
18,211
+189
+1% +$28.9K 0.74% 36
2024
Q2
$2.23M Buy
18,022
+179
+1% +$22.2K 0.66% 40
2024
Q1
$2.34M Buy
17,843
+1,848
+12% +$243K 0.7% 39
2023
Q4
$2.09M Sell
15,995
-181
-1% -$23.7K 0.67% 43
2023
Q3
$1.73M Buy
16,176
+84
+0.5% +$9K 0.61% 41
2023
Q2
$1.5M Buy
16,092
+318
+2% +$29.6K 0.53% 42
2023
Q1
$1.39M Buy
15,774
+3,656
+30% +$321K 0.52% 43
2022
Q4
$899K Buy
12,118
+2,701
+29% +$200K 0.38% 57
2022
Q3
$788K Buy
9,417
+1,025
+12% +$85.8K 0.4% 51
2022
Q2
$766K Buy
+8,392
New +$766K 0.4% 52