Pinnacle Wealth Management Advisory Group’s Blackstone BX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$440K	Sell	3,830 -1,446	-27%	-$188K	0.03%	303
2025 Q4	$813K	Sell	5,276 -226	-4%	-$34.3K	0.06%	190
2025 Q3	$940K	Buy	5,502 +462	+9%	+$79.2K	0.07%	158
2025 Q2	$754K	Buy	5,040 +368	+8%	+$50.6K	0.06%	170
2025 Q1	$653K	Buy	4,672 +97	+2%	+$15.7K	0.06%	177
2024 Q4	$789K	Buy	4,575 +6	+0.1%	+$1.04K	0.07%	151
2024 Q3	$700K	Buy	4,569 +244	+6%	+$33.9K	0.07%	162
2024 Q2	$535K	Buy	4,325 +745	+21%	+$91.7K	0.06%	184
2024 Q1	$470K	Buy	3,580 +70	+2%	+$8.74K	0.05%	198
2023 Q4	$460K	Buy	3,510 +237	+7%	+$25.6K	0.05%	195
2023 Q3	$351K	Buy	3,273 +1,093	+50%	+$114K	0.05%	215
2023 Q2	$203K	Buy	+2,180	New	+$188K	0.03%	309
2023 Q1	–	Sell	-3,040	Closed	-$226K	–	323
2022 Q4	$226K	Sell	3,040 -2,399	-44%	-$207K	0.03%	267
2022 Q3	$455K	Sell	5,439 -2,038	-27%	-$197K	0.08%	173
2022 Q2	$682K	Sell	7,477 -4,205	-36%	-$454K	0.11%	138
2022 Q1	$1.48M	Sell	11,682 -500	-4%	-$61K	0.21%	99
2021 Q4	$1.58M	Buy	12,182 +9,600	+372%	+$1.28M	0.26%	87
2021 Q3	$300K	Buy	2,582 +420	+19%	+$48.7K	0.07%	179
2021 Q2	$210K	Buy	+2,162	New	+$192K	0.05%	211