Marshall Financial Group (Maryland)’s Blackstone BX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$408K	Buy	3,546 +175	+5%	+$22.8K	0.07%	212
2025 Q4	$520K	Sell	3,371 -5	-0.1%	-$760	0.1%	199
2025 Q3	$577K	Sell	3,376 -1	-0%	-$171	0.11%	180
2025 Q2	$517K	Sell	3,377 -31	-0.9%	-$4.26K	0.1%	184
2025 Q1	$476K	Buy	3,408 +54	+2%	+$8.77K	0.1%	165
2024 Q4	$578K	Buy	3,354 +13	+0.4%	+$2.27K	0.14%	145
2024 Q3	$512K	Sell	3,341 -9	-0.3%	-$1.25K	0.12%	155
2024 Q2	$415K	Sell	3,350 -3	-0.1%	-$369	0.12%	134
2024 Q1	$440K	Sell	3,353 -2	-0.1%	-$250	0.13%	132
2023 Q4	$439K	Hold	3,355	–	–	0.14%	132
2023 Q3	$359K	Sell	3,355 -7	-0.2%	-$729	0.13%	137
2023 Q2	$313K	Sell	3,362 -21	-0.6%	-$1.81K	0.11%	143
2023 Q1	$297K	Sell	3,383 -8	-0.2%	-$707	0.11%	149
2022 Q4	$252K	Buy	3,391 +28	+0.8%	+$2.42K	0.1%	152
2022 Q3	$281K	Buy	3,363 +60	+2%	+$5.81K	0.12%	149
2022 Q2	$301K	Buy	3,303 +610	+23%	+$65.9K	0.12%	149
2022 Q1	$342K	Sell	2,693 -1,500	-36%	-$183K	0.14%	159
2021 Q4	$543K	Hold	4,193	–	–	0.2%	146
2021 Q3	$488K	Buy	4,193 +2,000	+91%	+$232K	0.25%	123
2021 Q2	$213K	Buy	+2,193	New	+$195K	0.12%	161