WMS Partners’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $641K | Buy |
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|
2024
Q3 | $493K | Buy |
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|
2024
Q2 | $273K | Buy |
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|
2024
Q1 | $275K | Sell |
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|
2023
Q4 | $277K | Sell |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $966K | Buy |
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|
2022
Q4 | $815K | Sell |
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|
2022
Q3 | $979K | Hold |
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|
2022
Q2 | $1.07M | Hold |
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|
2022
Q1 | $1.49M | Buy |
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|
2021
Q4 | $1.5M | Hold |
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|
2021
Q3 | $1.35M | Sell |
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|
2021
Q2 | $1.15M | Hold |
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|
2021
Q1 | $881K | Sell |
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|
2020
Q4 | $778K | Hold |
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|
2020
Q3 | $626K | Buy |
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|
2020
Q2 | $647K | Buy |
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|
2020
Q1 | $466K | Buy |
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