Halbert Hargrove Global Advisors’s Blackstone BX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17K	Sell	148 -130	-47%	-$16.9K	﹤0.01%	259
2025 Q4	$42.9K	Buy	278 +116	+72%	+$17.6K	﹤0.01%	203
2025 Q3	$27.8K	Buy	162 +29	+22%	+$4.97K	﹤0.01%	222
2025 Q2	$20K	Sell	133 -7	-5%	-$962	﹤0.01%	188
2025 Q1	$19.6K	Buy	140 +7	+5%	+$1.14K	﹤0.01%	205
2024 Q4	$23K	Buy	+133	New	+$23.2K	﹤0.01%	187
2024 Q1	–	Sell	-2,163	Closed	-$283K	–	104
2023 Q4	$283K	Buy	2,163 +55	+3%	+$5.95K	0.02%	80
2023 Q3	$226K	Buy	+2,108	New	+$220K	0.02%	90
2022 Q2	–	Sell	-1,897	Closed	-$241K	–	152
2022 Q1	$241K	Buy	1,897 +246	+15%	+$30K	0.02%	140
2021 Q4	$214K	Sell	1,651 -162	-9%	-$21.6K	0.01%	152
2021 Q3	$211K	Buy	+1,813	New	+$210K	0.01%	138