Moneta Group Investment Advisors’s Blackstone BX Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q2  | $2.64M | Buy | 
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        2025
         Q1  | $2.31M | Buy | 
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| 
        
          
      
        2024
         Q4  | $2.56M | Buy | 
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| 
        
          
      
        2024
         Q3  | $1.52M | Sell | 
         | 
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| 
        
          
      
        2024
         Q2  | $1.37M | Buy | 
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| 
        
          
      
        2024
         Q1  | $1.28M | Buy | 
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| 
        
          
      
        2023
         Q4  | $1.24M | Buy | 
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| 
        
          
      
        2023
         Q3  | $995K | Sell | 
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| 
        
          
      
        2023
         Q2  | $1.13M | Buy | 
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| 
        
          
      
        2023
         Q1  | $969K | Buy | 
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| 
        
          
      
        2022
         Q4  | $319K | Sell | 
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| 
        
          
      
        2022
         Q3  | $503K | Sell | 
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| 
        
          
      
        2022
         Q2  | $631K | Buy | 
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| 
        
          
      
        2022
         Q1  | $838K | Sell | 
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| 
        
          
      
        2021
         Q4  | $1.35M | Buy | 
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| 
        
          
      
        2021
         Q3  | $1.19M | Buy | 
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| 
        
          
      
        2021
         Q2  | $572K | Buy | 
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| 
        
          
      
        2021
         Q1  | $355K | Buy | 
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| 
        
          
      
        2020
         Q4  | – | Sell | 
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| 
        
          
      
        2020
         Q3  | $278K | Buy | 
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| 
        
          
      
        2018
         Q3  | – | Sell | 
         | 
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| 
        
          
      
        2018
         Q2  | $273K | Hold | 
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| 
        
          
      
        2018
         Q1  | $272K | Hold | 
         | 
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| 
        
          
      
        2017
         Q4  | $272K | Hold | 
         | 
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| 
        
          
      
        2017
         Q3  | $284K | Sell | 
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| 
        
          
      
        2017
         Q2  | $439K | Hold | 
         | 
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| 
        
          
      
        2017
         Q1  | $391K | Sell | 
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| 
        
          
      
        2016
         Q4  | $370K | Buy | 
         | 
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| 
        
          
      
        2016
         Q3  | $204K | Buy | 
         | 
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| 
        
          
      
        2016
         Q2  | – | Sell | 
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| 
        
          
      
        2016
         Q1  | $224K | Hold | 
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| 
        
          
      
        2015
         Q4  | $234K | Buy | 
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| 
        
          
      
        2015
         Q3  | $36K | Buy | 
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