GWA
Gratus Wealth Advisors’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
8,560
-61
| -0.7% | -$9.12K | 0.19% | 47 |
|
|
2025
Q1 | $1.21M | Sell |
8,621
-81
| -0.9% | -$11.3K | 0.2% | 47 |
|
|
2024
Q4 | $1.5M | Sell |
8,702
-34
| -0.4% | -$5.86K | 0.24% | 40 |
|
|
2024
Q3 | $1.3M | Buy |
8,736
+111
| +1% | +$16.5K | 0.21% | 48 |
|
|
2024
Q2 | $1.2M | Buy |
8,625
+241
| +3% | +$33.4K | 0.21% | 46 |
|
|
2024
Q1 | $1.01M | Sell |
8,384
-2,998
| -26% | -$361K | 0.19% | 51 |
|
|
2023
Q4 | $1.49M | Buy |
+11,382
| New | +$1.49M | 0.29% | 42 |
|