Mattern 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 | $331K | Buy |
2,213
+60
| +3% | +$8.97K | 0.07% | 118 |
|
|
2025
Q1 | $301K | Sell |
2,153
-75
| -3% | -$10.5K | 0.07% | 129 |
|
|
2024
Q4 | $384K | Hold |
2,228
| – | – | 0.08% | 121 |
|
|
2024
Q3 | $341K | Sell |
2,228
-500
| -18% | -$76.6K | 0.08% | 132 |
|
|
2024
Q2 | $338K | Sell |
2,728
-1,003
| -27% | -$124K | 0.08% | 131 |
|
|
2024
Q1 | $490K | Buy |
3,731
+6
| +0.2% | +$788 | 0.12% | 108 |
|
|
2023
Q4 | $488K | Buy |
3,725
+300
| +9% | +$39.3K | 0.13% | 107 |
|
|
2023
Q3 | $367K | Buy |
3,425
+368
| +12% | +$39.4K | 0.11% | 119 |
|
|
2023
Q2 | $284K | Buy |
3,057
+135
| +5% | +$12.6K | 0.08% | 138 |
|
|
2023
Q1 | $257K | Buy |
+2,922
| New | +$257K | 0.09% | 150 |
|