CCG 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
$292K Buy
1,955
+30
+2% +$4.49K 0.15% 61
2025
Q1
$269K Sell
1,925
-12
-0.6% -$1.68K 0.16% 60
2024
Q4
$334K Sell
1,937
-7
-0.4% -$1.21K 0.19% 54
2024
Q3
$298K Buy
1,944
+39
+2% +$5.97K 0.17% 56
2024
Q2
$236K Buy
1,905
+11
+0.6% +$1.36K 0.13% 58
2024
Q1
$249K Buy
+1,894
New +$249K 0.15% 61