Shum Financial Group’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$565K Sell
4,041
-113
-3% -$15.8K 0.49% 59
2024
Q4
$716K Sell
4,154
-97
-2% -$16.7K 0.62% 51
2024
Q3
$721K Buy
+4,251
New +$721K 0.6% 60