Regent Peak Wealth Advisors’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
Sell
2025
Q4
$300K Buy
2025
Q3
$324K Buy
2025
Q1
$251K Sell
2024
Q4
$321K Buy
2024
Q3
$270K Buy
2024
Q2
$212K Buy
2024
Q1
$217K Buy
2023
Q4
$211K Buy