Mark Sheptoff Financial Planning’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.05M | Hold |
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|
2025
Q2 | $924K | Buy |
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|
2025
Q1 | $720K | Hold |
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|
2024
Q4 | $888K | Hold |
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|
2024
Q3 | $789K | Hold |
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|
2024
Q2 | $638K | Hold |
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|
2024
Q1 | $677K | Buy |
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|
2023
Q4 | $602K | Hold |
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|
2023
Q3 | $493K | Hold |
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|
2023
Q2 | $428K | Sell |
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|
2023
Q1 | $422K | Hold |
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|
2022
Q4 | $356K | Sell |
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|
2022
Q3 | $460K | Hold |
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|
2022
Q2 | $502K | Sell |
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|
2022
Q1 | $711K | Sell |
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|
2021
Q4 | $754K | Hold |
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|
2021
Q3 | $678K | Sell |
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|
2021
Q2 | $605K | Buy |
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|
2021
Q1 | $455K | Sell |
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|
2020
Q4 | $408K | Hold |
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|
2020
Q3 | $329K | Sell |
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|
2020
Q2 | $377K | Sell |
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|
2020
Q1 | $308K | Sell |
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|
2019
Q4 | $431K | Hold |
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|
2019
Q3 | $376K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $332K | Hold |
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|
2018
Q4 | $283K | Buy |
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|
2018
Q3 | $225K | Hold |
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|
2018
Q2 | $190K | Sell |
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|
2018
Q1 | $204K | Sell |
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|
2017
Q4 | $215K | Hold |
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|
2017
Q3 | $224K | Hold |
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|
2017
Q2 | $223K | Sell |
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|
2017
Q1 | $199K | Buy |
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|
2016
Q4 | $176K | Hold |
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|
2016
Q3 | $166K | Hold |
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|
2016
Q2 | $160K | Hold |
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|
2016
Q1 | $182K | Hold |
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|
2015
Q4 | $190K | Sell |
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|
2015
Q3 | $206K | Sell |
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|
2015
Q2 | $286K | Buy |
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|
2015
Q1 | $148K | Hold |
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|
2014
Q4 | $129K | Hold |
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|
2014
Q3 | $120K | Hold |
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|
2014
Q2 | $127K | Hold |
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|
2014
Q1 | $126K | Buy |
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