Jamison Private 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	$11.5M	Buy	100,422 +2,750	+3%	+$358K	1.45%	22
2025 Q4	$15.1M	Buy	97,672 +990	+1%	+$150K	1.88%	13
2025 Q3	$16.5M	Buy	96,682 +1,162	+1%	+$199K	2.14%	6
2025 Q2	$14.3M	Buy	95,520 +1,270	+1%	+$175K	2.05%	9
2025 Q1	$13.2M	Buy	94,250 +729	+0.8%	+$118K	2.01%	10
2024 Q4	$16.1M	Buy	93,521 +1,110	+1%	+$193K	2.38%	7
2024 Q3	$14.2M	Buy	92,411 +2,029	+2%	+$281K	2.15%	7
2024 Q2	$11.2M	Sell	90,382 -2,433	-3%	-$299K	1.86%	11
2024 Q1	$12.2M	Sell	92,815 -146	-0.2%	-$18.2K	2.06%	9
2023 Q4	$12.2M	Buy	92,961 +108	+0.1%	+$11.7K	2.28%	7
2023 Q3	$9.95M	Buy	+92,853	New	+$9.67M	2.06%	7