Mission 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 | $1.27M | Buy |
8,470
+88
| +1% | +$13.2K | 0.03% | 273 |
|
|
2025
Q1 | $1.17M | Buy |
8,382
+942
| +13% | +$132K | 0.03% | 257 |
|
|
2024
Q4 | $1.28M | Buy |
7,440
+160
| +2% | +$27.6K | 0.03% | 226 |
|
|
2024
Q3 | $1.11M | Sell |
7,280
-41
| -0.6% | -$6.28K | 0.03% | 257 |
|
|
2024
Q2 | $906K | Buy |
7,321
+2,735
| +60% | +$339K | 0.02% | 274 |
|
|
2024
Q1 | $603K | Sell |
4,586
-2,615
| -36% | -$344K | 0.02% | 373 |
|
|
2023
Q4 | $943K | Buy |
7,201
+2,730
| +61% | +$357K | 0.03% | 241 |
|
|
2023
Q3 | $479K | Sell |
4,471
-148
| -3% | -$15.9K | 0.02% | 333 |
|
|
2023
Q2 | $429K | Sell |
4,619
-160
| -3% | -$14.9K | 0.02% | 363 |
|
|
2023
Q1 | $420K | Buy |
4,779
+63
| +1% | +$5.53K | 0.02% | 358 |
|
|
2022
Q4 | $350K | Sell |
4,716
-211
| -4% | -$15.7K | 0.02% | 383 |
|
|
2022
Q3 | $412K | Buy |
4,927
+95
| +2% | +$7.94K | 0.02% | 312 |
|
|
2022
Q2 | $441K | Buy |
4,832
+5
| +0.1% | +$456 | 0.02% | 309 |
|
|
2022
Q1 | $612K | Buy |
4,827
+320
| +7% | +$40.6K | 0.03% | 265 |
|
|
2021
Q4 | $583K | Sell |
4,507
-128
| -3% | -$16.6K | 0.03% | 268 |
|
|
2021
Q3 | $539K | Sell |
4,635
-2,145
| -32% | -$249K | 0.03% | 262 |
|
|
2021
Q2 | $659K | Buy |
6,780
+3,095
| +84% | +$301K | 0.03% | 233 |
|
|
2021
Q1 | $275K | Sell |
3,685
-293
| -7% | -$21.9K | 0.02% | 376 |
|
|
2020
Q4 | $258K | Buy |
+3,978
| New | +$258K | 0.02% | 357 |
|