Journey Strategic Wealth’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$758K Buy
5,069
+2,182
+76% +$326K 0.02% 210
2025
Q1
$404K Sell
2,887
-85
-3% -$11.9K 0.01% 271
2024
Q4
$512K Sell
2,972
-1,220
-29% -$210K 0.02% 212
2024
Q3
$642K Buy
4,192
+1,644
+65% +$252K 0.02% 183
2024
Q2
$315K Buy
2,548
+11
+0.4% +$1.36K 0.01% 239
2024
Q1
$333K Buy
+2,537
New +$333K 0.01% 172