Summit Financial Wealth Advisors’s Blackstone BX Stock Holding History

Summit Financial Wealth Advisors’s Portfolio BX Stock Details BX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$346K	Buy
2024 Q3	$292K	Hold
2024 Q2	$236K	Sell
2024 Q1	$514K	Hold
2023 Q4	$512K	Hold
2023 Q3	$387K	Buy
2015 Q3	–	Sell
2015 Q2	$40K	Sell
2015 Q1	$85K	Buy