A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Blackstone Inc. stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 5,150 shares of BX stock, worth $961,711. This represents 0.42% of its overall portfolio holdings.

Number of Shares
5,150
Previous 5,150 -0.0%
Holding current value
$961,711
Previous $637,000 23.7%
% of portfolio
0.42%
Previous 0.36%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$116.98 - $131.66 $64,339 - $72,413
550 Added 11.96%
5,150 $676,000
Q2 2023

Aug 10, 2023

SELL
$80.4 - $92.97 $16,080 - $18,594
-200 Reduced 4.17%
4,600 $427,000
Q4 2022

Feb 14, 2023

SELL
$72.15 - $108.77 $50,505 - $76,139
-700 Reduced 12.73%
4,800 $356,000
Q2 2022

Aug 11, 2022

SELL
$89.68 - $130.57 $8,968 - $13,057
-100 Reduced 1.79%
5,500 $502,000
Q1 2022

May 12, 2022

SELL
$108.62 - $137.98 $24,439 - $31,045
-225 Reduced 3.86%
5,600 $711,000
Q3 2021

Nov 10, 2021

SELL
$97.11 - $135.04 $38,844 - $54,016
-400 Reduced 6.43%
5,825 $678,000
Q2 2021

Aug 12, 2021

BUY
$74.62 - $99.62 $9,327 - $12,452
125 Added 2.05%
6,225 $605,000
Q1 2021

May 11, 2021

SELL
$61.66 - $76.09 $12,332 - $15,218
-200 Reduced 3.17%
6,100 $455,000
Q3 2020

Nov 12, 2020

SELL
$49.95 - $58.0 $17,482 - $20,300
-350 Reduced 5.26%
6,300 $329,000
Q2 2020

Aug 10, 2020

SELL
$40.8 - $59.45 $4,079 - $5,945
-100 Reduced 1.48%
6,650 $377,000
Q1 2020

May 07, 2020

SELL
$36.04 - $64.41 $34,238 - $61,189
-950 Reduced 12.34%
6,750 $308,000
Q3 2019

Nov 12, 2019

BUY
$44.53 - $53.55 $342,881 - $412,335
7,700 New
7,700 $376,000

Others Institutions Holding BX

About Blackstone Inc.


  • Ticker BX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 709,041,024
  • Market Cap $132B
  • Description
  • Blackstone Inc. is an alternative asset management firm specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies. The firm typically invests in early-stage companies. It also provide capital markets services. The real estate segment specializes in...
More about BX
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