Mitchell & Pahl Private Wealth’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
12,727
-215
| -2% | -$32.2K | 0.84% | 44 |
|
|
2025
Q1 | $1.81M | Sell |
12,942
-129
| -1% | -$18K | 0.84% | 45 |
|
|
2024
Q4 | $2.25M | Sell |
13,071
-810
| -6% | -$140K | 1.05% | 34 |
|
|
2024
Q3 | $2.13M | Sell |
13,881
-196
| -1% | -$30K | 0.99% | 34 |
|
|
2024
Q2 | $1.74M | Sell |
14,077
-72
| -0.5% | -$8.91K | 0.92% | 40 |
|
|
2024
Q1 | $1.86M | Sell |
14,149
-1,138
| -7% | -$149K | 0.98% | 39 |
|
|
2023
Q4 | $2M | Sell |
15,287
-139
| -0.9% | -$18.2K | 1.14% | 25 |
|
|
2023
Q3 | $1.65M | Sell |
15,426
-415
| -3% | -$44.5K | 0.98% | 34 |
|
|
2023
Q2 | $1.47M | Sell |
15,841
-1,029
| -6% | -$95.7K | 0.89% | 37 |
|
|
2023
Q1 | $1.48M | Sell |
16,870
-484
| -3% | -$42.5K | 0.93% | 38 |
|
|
2022
Q4 | $1.29M | Sell |
17,354
-497
| -3% | -$36.9K | 0.85% | 41 |
|
|
2022
Q3 | $1.49M | Sell |
17,851
-617
| -3% | -$51.6K | 1.1% | 23 |
|
|
2022
Q2 | $1.69M | Sell |
18,468
-438
| -2% | -$40K | 1.17% | 21 |
|
|
2022
Q1 | $2.4M | Sell |
18,906
-954
| -5% | -$121K | 1.53% | 10 |
|
|
2021
Q4 | $2.57M | Sell |
19,860
-914
| -4% | -$118K | 1.65% | 8 |
|
|
2021
Q3 | $2.42M | Sell |
20,774
-38
| -0.2% | -$4.42K | 1.74% | 8 |
|
|
2021
Q2 | $2.02M | Sell |
20,812
-351
| -2% | -$34.1K | 1.45% | 13 |
|
|
2021
Q1 | $1.58M | Sell |
21,163
-343
| -2% | -$25.6K | 1.22% | 24 |
|
|
2020
Q4 | $1.39M | Buy |
+21,506
| New | +$1.39M | 1.17% | 26 |
|