Independent Solutions Wealth Management’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	$2.36M	Buy	20,541 +173	+0.8%	+$22.5K	0.35%	82
2025 Q4	$3.14M	Buy	20,368 +54	+0.3%	+$8.21K	0.58%	57
2025 Q3	$3.47M	Buy	20,314 +865	+4%	+$148K	0.62%	51
2025 Q2	$2.91M	Buy	19,449 +3,761	+24%	+$517K	0.57%	55
2025 Q1	$2.19M	Sell	15,688 -91	-0.6%	-$14.8K	0.49%	67
2024 Q4	$2.72M	Buy	15,779 +1,275	+9%	+$222K	0.59%	48
2024 Q3	$2.22M	Buy	14,504 +425	+3%	+$59K	0.5%	57
2024 Q2	$1.74M	Buy	14,079 +344	+3%	+$42.3K	0.4%	74
2024 Q1	$1.8M	Sell	13,735 -815	-6%	-$102K	0.43%	70
2023 Q4	$1.9M	Buy	14,550 +910	+7%	+$98.5K	0.49%	61
2023 Q3	$1.46M	Buy	13,640 +438	+3%	+$45.6K	0.4%	62
2023 Q2	$1.23M	Buy	13,202 +505	+4%	+$43.6K	0.33%	74
2023 Q1	$1.12M	Buy	12,697 +73	+0.6%	+$6.45K	0.33%	74
2022 Q4	$937K	Sell	12,624 -945	-7%	-$81.6K	0.29%	86
2022 Q3	$1.14M	Sell	13,569 -636	-4%	-$61.6K	0.37%	67
2022 Q2	$1.3M	Sell	14,205 -520	-4%	-$56.2K	0.4%	65
2022 Q1	$1.87M	Buy	14,725 +233	+2%	+$28.4K	0.48%	55
2021 Q4	$1.88M	Buy	14,492 +76	+0.5%	+$10.1K	0.44%	58
2021 Q3	$1.68M	Buy	14,416 +319	+2%	+$37K	0.42%	58
2021 Q2	$1.37M	Buy	14,097 +1,665	+13%	+$148K	0.33%	73
2021 Q1	$927K	Buy	12,432 +1,987	+19%	+$137K	0.25%	82
2020 Q4	$677K	Buy	10,445 +5,478	+110%	+$319K	0.21%	93
2020 Q3	$259K	Buy	4,967 +725	+17%	+$38.8K	0.1%	139
2020 Q2	$240K	Sell	4,242 -2,047	-33%	-$108K	0.1%	136
2020 Q1	$287K	Hold	6,289	–	–	0.16%	102
2019 Q4	$352K	Buy	+6,289	New	+$326K	0.16%	115