Kellett Wealth Advisors’s Blackstone BX Stock Holding History

Kellett Wealth Advisors’s Portfolio BX Stock Details BX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$298K	Hold
2025 Q2	$261K	Buy
2025 Q1	$244K	Buy
2024 Q4	$301K	Sell
2024 Q3	$313K	Buy
2024 Q2	$253K	Sell
2024 Q1	$295K	Sell
2023 Q4	$333K	Sell
2023 Q3	$304K	Buy