DWM
Diversify Wealth Management’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.71M | Buy |
32,877
+4,080
| +14% | +$709K | 0.35% | 71 |
|
|
2025
Q1 | $3.85M | Buy |
28,797
+6,452
| +29% | +$862K | 0.29% | 104 |
|
|
2024
Q4 | $3.68M | Buy |
22,345
+9,195
| +70% | +$1.52M | 0.29% | 93 |
|
|
2024
Q3 | $2.2M | Buy |
13,150
+1,366
| +12% | +$228K | 0.21% | 124 |
|
|
2024
Q2 | $1.53M | Buy |
+11,784
| New | +$1.53M | 0.19% | 120 |
|