Middleton & Co’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $224K | Hold |
1,500
| – | – | 0.03% | 147 |
|
2025
Q1 | $210K | Hold |
1,500
| – | – | 0.02% | 152 |
|
2024
Q4 | $259K | Hold |
1,500
| – | – | 0.03% | 140 |
|
2024
Q3 | $230K | Buy |
+1,500
| New | +$230K | 0.03% | 153 |
|
2016
Q3 | – | Sell |
-13,300
| Closed | -$326K | – | 160 |
|
2016
Q2 | $326K | Hold |
13,300
| – | – | 0.07% | 130 |
|
2016
Q1 | $373K | Hold |
13,300
| – | – | 0.09% | 126 |
|
2015
Q4 | $389K | Buy |
+13,300
| New | +$389K | 0.09% | 123 |
|