Exencial Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $291K | Buy |
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|
2025
Q2 | $240K | Buy |
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|
2025
Q1 | $218K | Buy |
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|
2024
Q4 | $251K | Sell |
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|
2024
Q3 | $224K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $461K | Buy |
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|
2023
Q4 | $460K | Buy |
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|
2023
Q3 | $355K | Sell |
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|
2023
Q2 | $309K | Sell |
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|
2023
Q1 | $361K | Sell |
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|
2022
Q4 | $502K | Buy |
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|
2022
Q3 | $554K | Buy |
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|
2022
Q2 | $584K | Buy |
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|
2022
Q1 | $801K | Sell |
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|
2021
Q4 | $1.39M | Buy |
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|
2021
Q3 | $1.21M | Buy |
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