Baker Tilly Wealth Management’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$616K Buy
2024
Q2
Sell
2024
Q1
$243K Sell
2023
Q4
$244K Sell
2023
Q3
$297K Sell
2023
Q2
$1.02M Sell
2023
Q1
$1.02M Buy
2022
Q4
$734K Sell
2022
Q3
$1.45M Sell
2022
Q2
$1.65M Sell
2022
Q1
$2.5M Buy
2021
Q4
$1.79M Sell
2021
Q3
$1.79M Buy
2021
Q2
$1.34M Buy
2021
Q1
$977K Buy