Morton Capital 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 | $396K | Sell |
2,645
-28
| -1% | -$4.19K | 0.07% | 79 |
|
|
2025
Q1 | $374K | Buy |
2,673
+10
| +0.4% | +$1.4K | 0.07% | 76 |
|
|
2024
Q4 | $459K | Buy |
2,663
+14
| +0.5% | +$2.41K | 0.09% | 72 |
|
|
2024
Q3 | $406K | Sell |
2,649
-1,496
| -36% | -$229K | 0.08% | 74 |
|
|
2024
Q2 | $513K | Sell |
4,145
-80
| -2% | -$9.9K | 0.12% | 60 |
|
|
2024
Q1 | $555K | Sell |
4,225
-677
| -14% | -$88.9K | 0.15% | 59 |
|
|
2023
Q4 | $642K | Buy |
4,902
+6
| +0.1% | +$786 | 0.19% | 48 |
|
|
2023
Q3 | $525K | Sell |
4,896
-359
| -7% | -$38.5K | 0.19% | 49 |
|
|
2023
Q2 | $489K | Buy |
5,255
+200
| +4% | +$18.6K | 0.17% | 56 |
|
|
2023
Q1 | $444K | Hold |
5,055
| – | – | 0.16% | 60 |
|
|
2022
Q4 | $375K | Hold |
5,055
| – | – | 0.15% | 59 |
|
|
2022
Q3 | $423K | Hold |
5,055
| – | – | 0.19% | 51 |
|
|
2022
Q2 | $461K | Buy |
5,055
+546
| +12% | +$49.8K | 0.2% | 48 |
|
|
2022
Q1 | $572K | Sell |
4,509
-507
| -10% | -$64.4K | 0.23% | 42 |
|
|
2021
Q4 | $649K | Buy |
+5,016
| New | +$649K | 0.26% | 39 |
|