Mather Group’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.5M Sell
10,035
-218
-2% -$32.6K 0.02% 224
2025
Q1
$1.43M Buy
10,253
+934
+10% +$131K 0.02% 210
2024
Q4
$1.61M Buy
9,319
+140
+2% +$24.1K 0.02% 184
2024
Q3
$1.41M Sell
9,179
-1,085
-11% -$166K 0.02% 202
2024
Q2
$1.35M Buy
10,264
+3,151
+44% +$414K 0.02% 225
2024
Q1
$931K Buy
7,113
+87
+1% +$11.4K 0.01% 233
2023
Q4
$920K Buy
7,026
+4,993
+246% +$654K 0.01% 240
2023
Q3
$218K Buy
+2,033
New +$218K ﹤0.01% 506
2023
Q2
Sell
-2,372
Closed -$208K 624
2023
Q1
$208K Buy
+2,372
New +$208K ﹤0.01% 484