McKinley Carter Wealth Services’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 | $846K | Buy |
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|
2025
Q2 | $740K | Buy |
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|
2025
Q1 | $677K | Sell |
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|
2024
Q4 | $861K | Buy |
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|
2024
Q3 | $752K | Sell |
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|
2024
Q2 | $633K | Buy |
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|
2024
Q1 | $670K | Sell |
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|
2023
Q4 | $688K | Sell |
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|
2023
Q3 | $575K | Sell |
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|
2023
Q2 | $502K | Buy |
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|
2023
Q1 | $473K | Buy |
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|
2022
Q4 | $394K | Sell |
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|
2022
Q3 | $450K | Buy |
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|
2022
Q2 | $489K | Sell |
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|
2022
Q1 | $690K | Buy |
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|
2021
Q4 | $675K | Buy |
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|
2021
Q3 | $606K | Buy |
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|
2021
Q2 | $476K | Buy |
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|
2021
Q1 | $364K | Buy |
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|
2020
Q4 | $220K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $239K | Hold |
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|
2019
Q3 | $209K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $168K | Buy |
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