Meridian Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
7,540
+2,005
| +36% | +$300K | 0.18% | 75 |
|
|
2025
Q1 | $774K | Buy |
5,535
+300
| +6% | +$41.9K | 0.13% | 85 |
|
|
2024
Q4 | $903K | Hold |
5,235
| – | – | 0.15% | 82 |
|
|
2024
Q3 | $802K | Hold |
5,235
| – | – | 0.13% | 87 |
|
|
2024
Q2 | $648K | Hold |
5,235
| – | – | 0.12% | 96 |
|
|
2024
Q1 | $688K | Hold |
5,235
| – | – | 0.13% | 95 |
|
|
2023
Q4 | $685K | Hold |
5,235
| – | – | 0.15% | 93 |
|
|
2023
Q3 | $561K | Sell |
5,235
-20
| -0.4% | -$2.14K | 0.14% | 101 |
|
|
2023
Q2 | $489K | Buy |
5,255
+20
| +0.4% | +$1.86K | 0.12% | 111 |
|
|
2023
Q1 | $460K | Hold |
5,235
| – | – | 0.12% | 118 |
|
|
2022
Q4 | $388K | Sell |
5,235
-400
| -7% | -$29.7K | 0.1% | 128 |
|
|
2022
Q3 | $472K | Buy |
5,635
+400
| +8% | +$33.5K | 0.13% | 119 |
|
|
2022
Q2 | $478K | Sell |
5,235
-100
| -2% | -$9.13K | 0.13% | 123 |
|
|
2022
Q1 | $677K | Buy |
5,335
+958
| +22% | +$122K | 0.16% | 108 |
|
|
2021
Q4 | $566K | Buy |
4,377
+21
| +0.5% | +$2.72K | 0.14% | 120 |
|
|
2021
Q3 | $507K | Hold |
4,356
| – | – | 0.14% | 120 |
|
|
2021
Q2 | $423K | Sell |
4,356
-1,399
| -24% | -$136K | 0.12% | 131 |
|
|
2021
Q1 | $429K | Sell |
5,755
-680
| -11% | -$50.7K | 0.14% | 119 |
|
|
2020
Q4 | $417K | Buy |
6,435
+400
| +7% | +$25.9K | 0.15% | 114 |
|
|
2020
Q3 | $315K | Sell |
6,035
-2,000
| -25% | -$104K | 0.14% | 124 |
|
|
2020
Q2 | $455K | Sell |
8,035
-1,100
| -12% | -$62.3K | 0.21% | 96 |
|
|
2020
Q1 | $416K | Sell |
9,135
-600
| -6% | -$27.3K | 0.23% | 82 |
|
|
2019
Q4 | $545K | Buy |
9,735
+300
| +3% | +$16.8K | 0.21% | 87 |
|
|
2019
Q3 | $461K | Buy |
+9,435
| New | +$461K | 0.2% | 95 |
|
|
2019
Q1 | – | Sell |
-600
| Closed | -$18K | – | 164 |
|
|
2018
Q4 | $18K | Buy |
+600
| New | +$18K | 0.01% | 361 |
|