Walled Lake Planning & Wealth 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	$295K	Buy	1,974 +11	+0.6%	+$1.65K	0.1%	106
2025 Q1	$274K	Sell	1,963 -15	-0.8%	-$2.1K	0.1%	107
2024 Q4	$341K	Buy	1,978 +467	+31%	+$80.5K	0.13%	94
2024 Q3	$231K	Buy	+1,511	New	+$231K	0.09%	114