Vertex Planning Partners’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$431K Buy
2,881
+1
+0% +$150 0.09% 120
2025
Q1
$403K Sell
2,880
-18
-0.6% -$2.52K 0.09% 119
2024
Q4
$500K Buy
2,898
+688
+31% +$119K 0.11% 106
2024
Q3
$338K Buy
+2,210
New +$338K 0.08% 117