GoalVest Advisory’s Blackstone BX Stock Holding History

GoalVest Advisory’s Portfolio BX Stock Details BX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.74M	Buy
2025 Q2	$2.39M	Sell
2025 Q1	$2.32M	Buy
2024 Q4	$2.65M	Buy
2024 Q3	$2.35M	Sell
2024 Q2	$2.03M	Sell
2024 Q1	$2.26M	Buy
2022 Q2	–	Sell
2022 Q1	$15K	Buy