Wealth Enhancement Advisory Services’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$73.2M Buy
472,152
+18,446
+4% +$2.86M 0.12% 165
2025
Q1
$63.4M Sell
453,706
-969
-0.2% -$135K 0.12% 165
2024
Q4
$78.4M Buy
454,675
+24,940
+6% +$4.3M 0.15% 136
2024
Q3
$65.8M Sell
429,735
-2,049
-0.5% -$314K 0.14% 144
2024
Q2
$53.5M Buy
431,784
+7,692
+2% +$952K 0.13% 163
2024
Q1
$55.7M Sell
424,092
-9,484
-2% -$1.25M 0.14% 145
2023
Q4
$56.8M Sell
433,576
-21,046
-5% -$2.76M 0.16% 135
2023
Q3
$48.7M Buy
+454,622
New +$48.7M 0.16% 135
2023
Q2
Sell
-5,652
Closed -$496K 519
2023
Q1
$496K Sell
5,652
-96,181
-94% -$8.45M 0.01% 389
2022
Q4
$9.66M Buy
101,833
+98,342
+2,817% +$9.33M 0.12% 86
2022
Q3
$302K Buy
+3,491
New +$302K ﹤0.01% 296