West Financial Advisors’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.3K Sell
176
-508
-74% -$76K ﹤0.01% 128
2025
Q1
$95.6K Sell
684
-82
-11% -$11.5K 0.02% 78
2024
Q4
$132K Buy
766
+590
+335% +$102K 0.03% 70
2024
Q3
$27K Buy
+176
New +$27K 0.01% 115