OHWA
Oak Hill Wealth Advisors’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Buy |
4,422
+310
| +8% | +$48.5K | 0.14% | 80 |
|
|
2025
Q1 | $575K | Hold |
4,112
| – | – | 0.13% | 81 |
|
|
2024
Q4 | $709K | Buy |
+4,112
| New | +$709K | 0.17% | 61 |
|
|
2024
Q3 | – | Sell |
-2,977
| Closed | -$369K | – | 26 |
|
|
2024
Q2 | $369K | Buy |
+2,977
| New | +$369K | 0.11% | 80 |
|
|
2024
Q1 | – | Sell |
-3,477
| Closed | -$455K | – | 20 |
|
|
2023
Q4 | $455K | Sell |
3,477
-300
| -8% | -$39.3K | 0.16% | 64 |
|
|
2023
Q3 | $405K | Sell |
3,777
-142
| -4% | -$15.2K | 0.16% | 68 |
|
|
2023
Q2 | $365K | Buy |
3,919
+142
| +4% | +$13.2K | 0.13% | 75 |
|
|
2023
Q1 | $332K | Sell |
3,777
-23
| -0.6% | -$2.02K | 0.13% | 80 |
|
|
2022
Q4 | $282K | Buy |
+3,800
| New | +$282K | 0.12% | 88 |
|