Guardian Wealth Management (Illinois)’s Blackstone BX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-127	Closed	-$17.8K	–	85
2025 Q1	$17.8K	Buy	127 +1	+0.8%	+$162	0.01%	136
2024 Q4	$21.7K	Buy	126 +1	+0.8%	+$174	0.01%	141
2024 Q3	$19.1K	Hold	125	–	–	0.01%	140
2024 Q2	$15.4K	Sell	125 -1	-0.8%	-$123	0.01%	144
2024 Q1	$16.5K	Buy	126 +1	+0.8%	+$125	0.01%	141
2023 Q4	$16.3K	Buy	125 +1	+0.8%	+$108	0.01%	143
2023 Q3	$13.3K	Buy	124 +1	+0.8%	+$104	0.01%	149
2023 Q2	$11.4K	Buy	123 +1	+0.8%	+$86	0.01%	151
2023 Q1	$10.7K	Buy	122 +10	+9%	+$883	0.01%	155
2022 Q4	$8.28K	Sell	112 -6	-5%	-$518	0.01%	178
2022 Q3	$10K	Buy	118 +1	+0.9%	+$97	0.01%	158
2022 Q2	$11K	Buy	117 +2	+2%	+$216	0.01%	156
2022 Q1	$15K	Buy	115 +1	+0.9%	+$122	0.01%	159
2021 Q4	$15K	Buy	+114	New	+$15.2K	0.01%	159