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