RWB
RMR Wealth Builders’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
23,225
+3,202
| +16% | +$479K | 0.32% | 42 |
|
|
2025
Q1 | $2.8M | Buy |
20,023
+1,752
| +10% | +$245K | 0.29% | 44 |
|
|
2024
Q4 | $3.15M | Buy |
18,271
+8,371
| +85% | +$1.44M | 0.33% | 41 |
|
|
2024
Q3 | $1.52M | Buy |
9,900
+362
| +4% | +$55.4K | 0.16% | 78 |
|
|
2024
Q2 | $1.18M | Sell |
9,538
-1,745
| -15% | -$216K | 0.14% | 86 |
|
|
2024
Q1 | $1.48M | Buy |
11,283
+538
| +5% | +$70.7K | 0.18% | 72 |
|
|
2023
Q4 | $1.41M | Sell |
10,745
-1,486
| -12% | -$195K | 0.2% | 61 |
|
|
2023
Q3 | $1.31M | Buy |
12,231
+18
| +0.1% | +$1.93K | 0.21% | 54 |
|
|
2023
Q2 | $1.14M | Buy |
12,213
+24
| +0.2% | +$2.23K | 0.19% | 60 |
|
|
2023
Q1 | $1.07M | Buy |
12,189
+501
| +4% | +$44K | 0.2% | 56 |
|
|
2022
Q4 | $867K | Buy |
11,688
+1,840
| +19% | +$137K | 0.2% | 63 |
|
|
2022
Q3 | $824K | Buy |
9,848
+2,550
| +35% | +$213K | 0.2% | 56 |
|
|
2022
Q2 | $666K | Sell |
7,298
-1,429
| -16% | -$130K | 0.17% | 88 |
|
|
2022
Q1 | $1.11M | Buy |
8,727
+5,287
| +154% | +$671K | 0.24% | 64 |
|
|
2021
Q4 | $445K | Sell |
3,440
-5,821
| -63% | -$753K | 0.13% | 73 |
|
|
2021
Q3 | $1.08M | Buy |
9,261
+500
| +6% | +$58.1K | 0.32% | 51 |
|
|
2021
Q2 | $851K | Sell |
8,761
-771
| -8% | -$74.9K | 0.28% | 60 |
|
|
2021
Q1 | $710K | Buy |
9,532
+1,111
| +13% | +$82.8K | 0.18% | 77 |
|
|
2020
Q4 | $546K | Sell |
8,421
-4,090
| -33% | -$265K | 0.27% | 70 |
|
|
2020
Q3 | $653K | Buy |
12,511
+6,090
| +95% | +$318K | 0.17% | 93 |
|
|
2020
Q2 | $364K | Buy |
+6,421
| New | +$364K | 0.32% | 73 |
|
|
2019
Q4 | $49K | Buy |
+874
| New | +$49K | 0.05% | 231 |
|