Koa Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
17,162
+90
| +0.5% | +$13.5K | 2.04% | 15 |
|
|
2025
Q1 | $2.39M | Buy |
17,072
+2,793
| +20% | +$390K | 1.93% | 17 |
|
|
2024
Q4 | $2.46M | Sell |
14,279
-1,846
| -11% | -$318K | 2.01% | 14 |
|
|
2024
Q3 | $2.47M | Sell |
16,125
-2,094
| -11% | -$321K | 1.91% | 18 |
|
|
2024
Q2 | $2.26M | Sell |
18,219
-151
| -0.8% | -$18.7K | 1.91% | 18 |
|
|
2024
Q1 | $2.41M | Sell |
18,370
-209
| -1% | -$27.5K | 2.18% | 18 |
|
|
2023
Q4 | $2.43M | Buy |
+18,579
| New | +$2.43M | 2.4% | 13 |
|