Modern 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 | $1.89M | Sell |
12,657
-378
| -3% | -$56.5K | 0.05% | 270 |
|
|
2025
Q1 | $1.82M | Buy |
13,035
+404
| +3% | +$56.5K | 0.06% | 219 |
|
|
2024
Q4 | $2.18M | Buy |
12,631
+116
| +0.9% | +$20K | 0.08% | 170 |
|
|
2024
Q3 | $1.92M | Buy |
12,515
+324
| +3% | +$49.6K | 0.12% | 116 |
|
|
2024
Q2 | $1.51M | Buy |
12,191
+4,716
| +63% | +$584K | 0.11% | 108 |
|
|
2024
Q1 | $982K | Buy |
+7,475
| New | +$982K | 0.09% | 115 |
|