Moran 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 | $27.4M | Sell |
183,473
-3,206
| -2% | -$480K | 0.85% | 23 |
|
|
2025
Q1 | $26.1M | Sell |
186,679
-4,874
| -3% | -$681K | 0.88% | 21 |
|
|
2024
Q4 | $33M | Sell |
191,553
-7,689
| -4% | -$1.33M | 1.05% | 13 |
|
|
2024
Q3 | $30.5M | Sell |
199,242
-4,181
| -2% | -$640K | 0.94% | 19 |
|
|
2024
Q2 | $25.2M | Sell |
203,423
-1,985
| -1% | -$246K | 0.83% | 24 |
|
|
2024
Q1 | $27M | Sell |
205,408
-5,826
| -3% | -$765K | 0.87% | 17 |
|
|
2023
Q4 | $27.7M | Sell |
211,234
-9,108
| -4% | -$1.19M | 0.98% | 17 |
|
|
2023
Q3 | $23.6M | Sell |
220,342
-5,529
| -2% | -$592K | 0.91% | 17 |
|
|
2023
Q2 | $21M | Buy |
225,871
+1,884
| +0.8% | +$175K | 0.79% | 31 |
|
|
2023
Q1 | $19.7M | Buy |
223,987
+25,424
| +13% | +$2.23M | 0.74% | 38 |
|
|
2022
Q4 | $14.7M | Buy |
+198,563
| New | +$14.7M | 0.56% | 58 |
|