McKinley Carter Wealth Services’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $740K | Buy |
4,950
+110
| +2% | +$16.5K | 0.04% | 177 |
|
|
2025
Q1 | $677K | Sell |
4,840
-156
| -3% | -$21.8K | 0.04% | 181 |
|
|
2024
Q4 | $861K | Buy |
4,996
+86
| +2% | +$14.8K | 0.05% | 166 |
|
|
2024
Q3 | $752K | Sell |
4,910
-206
| -4% | -$31.5K | 0.05% | 179 |
|
|
2024
Q2 | $633K | Buy |
5,116
+15
| +0.3% | +$1.86K | 0.04% | 187 |
|
|
2024
Q1 | $670K | Sell |
5,101
-154
| -3% | -$20.2K | 0.04% | 184 |
|
|
2023
Q4 | $688K | Sell |
5,255
-112
| -2% | -$14.7K | 0.05% | 173 |
|
|
2023
Q3 | $575K | Sell |
5,367
-29
| -0.5% | -$3.11K | 0.05% | 187 |
|
|
2023
Q2 | $502K | Buy |
5,396
+15
| +0.3% | +$1.4K | 0.04% | 205 |
|
|
2023
Q1 | $473K | Buy |
5,381
+74
| +1% | +$6.5K | 0.04% | 209 |
|
|
2022
Q4 | $394K | Sell |
5,307
-68
| -1% | -$5.05K | 0.03% | 226 |
|
|
2022
Q3 | $450K | Buy |
5,375
+19
| +0.4% | +$1.59K | 0.04% | 192 |
|
|
2022
Q2 | $489K | Sell |
5,356
-80
| -1% | -$7.3K | 0.04% | 199 |
|
|
2022
Q1 | $690K | Buy |
5,436
+216
| +4% | +$27.4K | 0.05% | 174 |
|
|
2021
Q4 | $675K | Buy |
5,220
+10
| +0.2% | +$1.29K | 0.05% | 169 |
|
|
2021
Q3 | $606K | Buy |
5,210
+307
| +6% | +$35.7K | 0.05% | 171 |
|
|
2021
Q2 | $476K | Buy |
4,903
+12
| +0.2% | +$1.17K | 0.04% | 192 |
|
|
2021
Q1 | $364K | Buy |
4,891
+1,499
| +44% | +$112K | 0.03% | 219 |
|
|
2020
Q4 | $220K | Buy |
+3,392
| New | +$220K | 0.03% | 242 |
|
|
2020
Q1 | – | Sell |
-4,270
| Closed | -$239K | – | 140 |
|
|
2019
Q4 | $239K | Hold |
4,270
| – | – | 0.06% | 147 |
|
|
2019
Q3 | $209K | Buy |
+4,270
| New | +$209K | 0.05% | 156 |
|
|
2018
Q2 | – | Sell |
-5,270
| Closed | -$168K | – | 191 |
|
|
2018
Q1 | $168K | Buy |
+5,270
| New | +$168K | 0.05% | 168 |
|