Cassaday & Co 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
2025
Q2
$859K Buy
2025
Q1
$651K Buy
2024
Q4
$641K Sell
2024
Q3
$583K Sell
2024
Q2
$481K Buy
2024
Q1
$486K Buy
2023
Q4
$402K Buy
2023
Q3
$323K Buy
2023
Q2
$278K Buy
2023
Q1
$261K Buy
2022
Q4
$220K Buy