WESPAC Advisors SoCal’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.26M | Sell |
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|
2025
Q2 | $1.17M | Buy |
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|
2025
Q1 | $808K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $10K | Sell |
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|
2018
Q4 | $15K | Buy |
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|
2018
Q3 | $11K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $13.5K | Hold |
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|
2016
Q3 | $12.8K | Hold |
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|
2016
Q2 | $12.3K | Hold |
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|
2016
Q1 | $14K | Hold |
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|
2015
Q4 | $14K | Buy |
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