MWC
MBM Wealth Consultants’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
+7,698
| New | +$1.15M | 0.31% | 50 |
|
|
2023
Q2 | – | Sell |
-1,400
| Closed | -$123K | – | 123 |
|
|
2023
Q1 | $123K | Hold |
1,400
| – | – | 0.05% | 121 |
|
|
2022
Q4 | $107K | Hold |
1,400
| – | – | 0.05% | 127 |
|
|
2022
Q3 | $121K | Hold |
1,400
| – | – | 0.06% | 99 |
|
|
2022
Q2 | $128K | Buy |
1,400
+400
| +40% | +$36.6K | 0.06% | 96 |
|
|
2022
Q1 | $127K | Hold |
1,000
| – | – | 0.05% | 117 |
|
|
2021
Q4 | $116K | Hold |
1,000
| – | – | 0.05% | 118 |
|
|
2021
Q3 | $116K | Buy |
1,000
+350
| +54% | +$40.6K | 0.05% | 123 |
|
|
2021
Q2 | $63K | Hold |
650
| – | – | 0.03% | 135 |
|
|
2021
Q1 | $48K | Hold |
650
| – | – | 0.02% | 136 |
|
|
2020
Q4 | $42K | Hold |
650
| – | – | 0.02% | 141 |
|
|
2020
Q3 | $34K | Hold |
650
| – | – | 0.02% | 144 |
|
|
2020
Q2 | $37K | Hold |
650
| – | – | 0.03% | 136 |
|
|
2020
Q1 | $30K | Buy |
+650
| New | +$30K | 0.02% | 125 |
|