Meridian Wealth Management’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$406K Sell
2,713
-21
-0.8% -$3.14K 0.02% 497
2025
Q1
$382K Sell
2,734
-95
-3% -$13.3K 0.02% 476
2024
Q4
$488K Sell
2,829
-175
-6% -$30.2K 0.02% 417
2024
Q3
$460K Buy
3,004
+467
+18% +$71.5K 0.02% 421
2024
Q2
$314K Buy
+2,537
New +$314K 0.04% 230
2024
Q1
Sell
-2,633
Closed -$345K 230
2023
Q4
$345K Sell
2,633
-631
-19% -$82.6K 0.02% 466
2023
Q3
$350K Buy
3,264
+3
+0.1% +$321 0.02% 431
2023
Q2
$303K Sell
3,261
-513
-14% -$47.7K 0.03% 434
2023
Q1
$332K Sell
3,774
-513
-12% -$45.1K 0.03% 399
2022
Q4
$318K Sell
4,287
-10
-0.2% -$742 0.03% 400
2022
Q3
$360K Sell
4,297
-80,970
-95% -$6.78M 0.04% 330
2022
Q2
$7.78M Buy
85,267
+75,124
+741% +$6.85M 0.64% 30
2022
Q1
$1.29M Sell
10,143
-13,061
-56% -$1.66M 0.14% 134
2021
Q4
$3M Sell
23,204
-2,134
-8% -$276K 0.32% 71
2021
Q3
$2.95M Sell
25,338
-818
-3% -$95.2K 0.36% 59
2021
Q2
$2.54M Sell
26,156
-910
-3% -$88.4K 0.32% 63
2021
Q1
$2.02M Sell
27,066
-2,665
-9% -$199K 0.29% 75
2020
Q4
$1.93M Buy
29,731
+716
+2% +$46.4K 0.31% 69
2020
Q3
$1.51M Buy
+29,015
New +$1.51M 0.37% 60
2019
Q3
Sell
-905
Closed -$402 230
2019
Q2
$402 Buy
+905
New +$402 0.02% 404