Kesler Norman & Wride’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$864K Buy
5,773
+1,311
+29% +$196K 0.15% 145
2025
Q1
$624K Buy
4,462
+2,732
+158% +$382K 0.12% 173
2024
Q4
$298K Sell
1,730
-3,518
-67% -$607K 0.06% 197
2024
Q3
$804K Buy
+5,248
New +$804K 0.16% 124