Cumberland Partners’s Blackstone BX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,500	Closed	-$2.16M	–	173
2024 Q4	$2.16M	Buy	12,500 +2,500	+25%	+$431K	0.15%	97
2024 Q3	$1.53M	Buy	+10,000	New	+$1.53M	0.11%	115