Western Pacific Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $184K | Buy |
1,233
+544
| +79% | +$81.4K | 0.18% | 69 |
|
2025
Q1 | $96.3K | Hold |
689
| – | – | 0.09% | 100 |
|
2024
Q4 | $119K | Buy |
689
+20
| +3% | +$3.45K | 0.1% | 97 |
|
2024
Q3 | $102K | Hold |
669
| – | – | 0.07% | 120 |
|
2024
Q2 | $82.8K | Buy |
669
+231
| +53% | +$28.6K | 0.06% | 114 |
|
2024
Q1 | $57.5K | Hold |
438
| – | – | 0.04% | 136 |
|
2023
Q4 | $57.3K | Hold |
438
| – | – | 0.04% | 133 |
|
2023
Q3 | $46.9K | Buy |
438
+228
| +109% | +$24.4K | 0.04% | 144 |
|
2023
Q2 | $19.5K | Hold |
210
| – | – | 0.01% | 185 |
|
2023
Q1 | $18.4K | Hold |
210
| – | – | 0.01% | 186 |
|
2022
Q4 | $15.6K | Hold |
210
| – | – | 0.01% | 185 |
|
2022
Q3 | $17K | Hold |
210
| – | – | 0.02% | 175 |
|
2022
Q2 | $19K | Hold |
210
| – | – | 0.02% | 123 |
|
2022
Q1 | $26K | Hold |
210
| – | – | 0.02% | 131 |
|
2021
Q4 | $27K | Buy |
+210
| New | +$27K | 0.02% | 137 |
|