Watts Gwilliam & Co’s Blackstone BX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$495K	Buy	3,540 +537	+18%	+$75.1K	0.11%	127
2024 Q4	$515K	Sell	3,003 -40	-1%	-$6.85K	0.11%	122
2024 Q3	$455K	Buy	+3,043	New	+$455K	0.1%	129