Benchmark Financial Wealth Advisors’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	$1.33M	Buy	11,595 +3,847	+50%	+$501K	0.37%	40
2025 Q4	$1.19M	Buy	7,748 +69	+0.9%	+$10.5K	0.34%	44
2025 Q3	$1.31M	Buy	7,679 +72	+0.9%	+$12.3K	0.39%	38
2025 Q2	$1.14M	Buy	7,607 +46	+0.6%	+$6.32K	0.38%	39
2025 Q1	$1.06M	Buy	7,561 +75	+1%	+$12.2K	0.4%	37
2024 Q4	$1.29M	Buy	7,486 +38	+0.5%	+$6.62K	0.41%	34
2024 Q3	$1.14M	Buy	7,448 +46	+0.6%	+$6.38K	0.38%	32
2024 Q2	$916K	Buy	7,402 +51	+0.7%	+$6.28K	0.34%	34
2024 Q1	$966K	Buy	7,351 +54	+0.7%	+$6.74K	0.37%	32
2023 Q4	$955K	Buy	7,297 +60	+0.8%	+$6.49K	0.41%	31
2023 Q3	$775K	Buy	7,237 +56	+0.8%	+$5.83K	0.36%	33
2023 Q2	$668K	Buy	7,181 +2,734	+61%	+$236K	0.31%	33
2023 Q1	$391K	Buy	4,447 +42	+1%	+$3.71K	0.2%	41
2022 Q4	$327K	Buy	4,405 +44	+1%	+$3.8K	0.18%	50
2022 Q3	$365K	Buy	4,361 +280	+7%	+$27.1K	0.21%	44
2022 Q2	$372K	Buy	4,081 +150	+4%	+$16.2K	0.19%	42
2022 Q1	$499K	Buy	3,931 +42	+1%	+$5.12K	0.21%	44
2021 Q4	$503K	Buy	3,889 +29	+0.8%	+$3.87K	0.21%	37
2021 Q3	$449K	Buy	3,860 +23	+0.6%	+$2.67K	0.21%	41
2021 Q2	$373K	Buy	3,837 +36	+0.9%	+$3.2K	0.18%	44
2021 Q1	$283K	Buy	3,801 +51	+1%	+$3.52K	0.15%	46
2020 Q4	$243K	Buy	+3,750	New	+$218K	0.13%	58
2020 Q3	–	Sell	-3,688	Closed	-$209K	–	63
2020 Q2	$209K	Buy	+3,688	New	+$194K	0.15%	50
2020 Q1	–	Sell	-3,626	Closed	-$203K	–	38
2019 Q4	$203K	Buy	+3,626	New	+$188K	0.17%	36