Guardian Wealth Management’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-127
Closed -$17.8K 85
2025
Q1
$17.8K Buy
127
+1
+0.8% +$140 0.01% 136
2024
Q4
$21.7K Buy
126
+1
+0.8% +$173 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% +$131 0.01% 141
2023
Q4
$16.3K Buy
125
+1
+0.8% +$131 0.01% 143
2023
Q3
$13.3K Buy
124
+1
+0.8% +$107 0.01% 149
2023
Q2
$11.4K Buy
123
+1
+0.8% +$93 0.01% 151
2023
Q1
$10.7K Buy
122
+10
+9% +$876 0.01% 155
2022
Q4
$8.28K Sell
112
-6
-5% -$443 0.01% 178
2022
Q3
$10K Buy
118
+1
+0.9% +$85 0.01% 158
2022
Q2
$11K Buy
117
+2
+2% +$188 0.01% 156
2022
Q1
$15K Buy
115
+1
+0.9% +$130 0.01% 159
2021
Q4
$15K Buy
+114
New +$15K 0.01% 159