Total Wealth Planning & Management’s Blackstone BX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$659K	Buy	4,407 +968	+28%	+$145K	0.53%	55
2025 Q1	$481K	Sell	3,439 -2	-0.1%	-$280	0.46%	68
2024 Q4	$593K	Buy	+3,441	New	+$593K	0.54%	54