Mascoma Wealth Management’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
$11.3K Hold
2025
Q2
$9.87K Hold
2025
Q1
$9.22K Hold
2024
Q4
$11.4K Hold
2024
Q3
$10.1K Hold
2024
Q2
$8.17K Hold
2024
Q1
$8.67K Hold
2023
Q4
$8.64K Hold
2023
Q3
$7.07K Hold
2023
Q2
$6.85K Sell
2023
Q1
$36.6K Sell
2022
Q4
$34.9K Hold
2022
Q3
$39K Hold
2022
Q2
$43K Hold
2022
Q1
$60K Hold
2021
Q4
$61K Hold
2021
Q3
$55K Buy
2021
Q2
Sell
2021
Q1
$31K Buy