Brandywine Oak Private Wealth’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	$1.47M	Hold	12,811	–	–	0.12%	84
2025 Q4	$1.97M	Sell	12,811 -383	-3%	-$58.2K	0.17%	67
2025 Q3	$2.25M	Hold	13,194	–	–	0.2%	60
2025 Q2	$1.97M	Buy	13,194 +274	+2%	+$37.6K	0.18%	62
2025 Q1	$1.81M	Hold	12,920	–	–	0.18%	66
2024 Q4	$2.23M	Buy	12,920 +1	+0%	+$174	0.22%	60
2024 Q3	$1.98M	Hold	12,919	–	–	0.19%	66
2024 Q2	$1.6M	Sell	12,919 -4,500	-26%	-$554K	0.16%	68
2024 Q1	$2.29M	Hold	17,419	–	–	0.24%	60
2023 Q4	$2.28M	Hold	17,419	–	–	0.25%	55
2023 Q3	$1.87M	Sell	17,419 -354	-2%	-$36.9K	0.22%	61
2023 Q2	$1.65M	Sell	17,773 -2,027	-10%	-$175K	0.19%	68
2023 Q1	$1.74M	Sell	19,800 -630	-3%	-$55.6K	0.2%	66
2022 Q4	$1.52M	Sell	20,430 -97	-0.5%	-$8.38K	0.19%	72
2022 Q3	$1.72M	Sell	20,527 -120	-0.6%	-$11.6K	0.23%	65
2022 Q2	$1.88M	Buy	20,647 +341	+2%	+$36.8K	0.24%	69
2022 Q1	$2.57M	Sell	20,306 -256	-1%	-$31.2K	0.29%	62
2021 Q4	$2.66M	Sell	20,562 -268	-1%	-$35.7K	0.29%	62
2021 Q3	$2.42M	Buy	20,830 +3,230	+18%	+$375K	0.28%	61
2021 Q2	$1.71M	Buy	17,600 +1,828	+12%	+$162K	0.2%	80
2021 Q1	$1.18M	Sell	15,772 -275	-2%	-$19K	0.17%	84
2020 Q4	$1.04M	Buy	16,047 +450	+3%	+$26.2K	0.16%	87
2020 Q3	$814K	Sell	15,597 -686	-4%	-$36.7K	0.14%	92
2020 Q2	$922K	Buy	16,283 +1,326	+9%	+$69.8K	0.16%	87
2020 Q1	$725K	Buy	+14,957	New	+$827K	0.15%	87