Tandem 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
2025
Q2
$351K Buy
2025
Q1
$251K Sell
2024
Q4
$415K Buy
2024
Q3
$367K Sell
2024
Q2
$300K Hold
2024
Q1
$319K Hold
2023
Q4
$318K Sell
2023
Q3
$268K Sell
2023
Q2
$238K Buy
2023
Q1
$206K Hold
2022
Q4
$174K Buy