Mosaic Financial Group’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$810K Buy
5,414
+8
+0.1% +$1.2K 0.62% 40
2025
Q1
$756K Sell
5,406
-42
-0.8% -$5.87K 0.61% 44
2024
Q4
$939K Sell
5,448
-433
-7% -$74.6K 0.67% 37
2024
Q3
$901K Buy
5,881
+4,197
+249% +$643K 0.64% 41
2024
Q2
$208K Buy
1,684
+9
+0.5% +$1.11K 0.15% 113
2024
Q1
$220K Buy
+1,675
New +$220K 0.18% 113