Ullmann Wealth Partners Group’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$708K Buy
4,735
+16
+0.3% +$2.39K 0.08% 78
2025
Q1
$660K Hold
4,719
0.09% 74
2024
Q4
$814K Buy
4,719
+133
+3% +$22.9K 0.11% 68
2024
Q3
$702K Buy
+4,586
New +$702K 0.09% 71