Mitchell McLeod Pugh & Williams’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
+1,380
| New | +$206K | 0.04% | 266 |
|
|
2025
Q1 | – | Sell |
-1,380
| Closed | -$238K | – | 270 |
|
|
2024
Q4 | $238K | Sell |
1,380
-1,000
| -42% | -$172K | 0.05% | 238 |
|
|
2024
Q3 | $364K | Hold |
2,380
| – | – | 0.08% | 203 |
|
|
2024
Q2 | $295K | Hold |
2,380
| – | – | 0.07% | 210 |
|
|
2024
Q1 | $313K | Hold |
2,380
| – | – | 0.08% | 208 |
|
|
2023
Q4 | $312K | Sell |
2,380
-1
| -0% | -$131 | 0.08% | 199 |
|
|
2023
Q3 | $255K | Buy |
+2,381
| New | +$255K | 0.08% | 212 |
|
|
2022
Q1 | – | Sell |
-1,810
| Closed | -$234K | – | 233 |
|
|
2021
Q4 | $234K | Hold |
1,810
| – | – | 0.08% | 208 |
|
|
2021
Q3 | $211K | Buy |
+1,810
| New | +$211K | 0.08% | 213 |
|