Wealth Architects’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $252K | Buy |
1,687
+80
| +5% | +$12K | 0.03% | 189 |
|
2025
Q1 | $225K | Buy |
1,607
+23
| +1% | +$3.22K | 0.02% | 210 |
|
2024
Q4 | $273K | Buy |
1,584
+20
| +1% | +$3.45K | 0.03% | 176 |
|
2024
Q3 | $239K | Buy |
+1,564
| New | +$239K | 0.03% | 189 |
|
2024
Q2 | – | Sell |
-1,528
| Closed | -$201K | – | 214 |
|
2024
Q1 | $201K | Hold |
1,528
| – | – | 0.03% | 200 |
|
2023
Q4 | $200K | Buy |
+1,528
| New | +$200K | 0.03% | 194 |
|