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