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 |
|