BankPlus Wealth Management’s Blackstone BX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$496K	Buy	3,319 +100	+3%	+$15K	0.33%	61
2025 Q1	$450K	Buy	3,219 +54	+2%	+$7.55K	0.33%	61
2024 Q4	$546K	Buy	+3,165	New	+$546K	0.41%	46