McDaniel Terry & Co’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 | $427K | Hold |
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|
2025
Q2 | $374K | Hold |
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|
2025
Q1 | $349K | Hold |
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|
2024
Q4 | $431K | Hold |
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|
2024
Q3 | $383K | Buy |
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|
2024
Q2 | $210K | Sell |
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|
2024
Q1 | $239K | Buy |
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|
2023
Q4 | $223K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $308K | Sell |
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|
2022
Q4 | $375K | Hold |
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|
2022
Q3 | $423K | Hold |
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|
2022
Q2 | $461K | Hold |
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|
2022
Q1 | $642K | Sell |
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|
2021
Q4 | $742K | Buy |
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|
2021
Q3 | $532K | Hold |
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|
2021
Q2 | $444K | Hold |
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|
2021
Q1 | $341K | Hold |
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|
2020
Q4 | $297K | Buy |
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