McElhenny Sheffield Capital 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
$1.49M Buy
2025
Q2
$1.27M Hold
2025
Q1
$1.19M Sell
2024
Q4
$2.01M Buy
2024
Q3
$1.3M Hold
2024
Q2
$1.05M Hold
2024
Q1
$1.12M Hold
2023
Q4
$1.12M Hold
2023
Q3
$913K Hold
2023
Q2
$792K Hold
2023
Q1
$748K Hold
2022
Q4
$632K Hold
2022
Q3
$713K Hold
2022
Q2
$777K Hold
2022
Q1
$1.08M Hold
2021
Q4
$1.1M Hold
2021
Q3
$991K Buy