Westwood 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 | $924K | Hold |
6,175
| – | – | 0.31% | 30 |
|
|
2025
Q1 | $863K | Hold |
6,175
| – | – | 0.37% | 31 |
|
|
2024
Q4 | $1.06M | Hold |
6,175
| – | – | 0.38% | 27 |
|
|
2024
Q3 | $946K | Sell |
6,175
-1,000
| -14% | -$153K | 0.37% | 25 |
|
|
2024
Q2 | $888K | Buy |
+7,175
| New | +$888K | 0.33% | 25 |
|
|
2024
Q1 | – | Sell |
-7,175
| Closed | -$939K | – | 38 |
|
|
2023
Q4 | $939K | Buy |
7,175
+25
| +0.3% | +$3.27K | 0.72% | 21 |
|
|
2023
Q3 | $766K | Hold |
7,150
| – | – | 0.51% | 23 |
|
|
2023
Q2 | $665K | Buy |
7,150
+50
| +0.7% | +$4.65K | 0.47% | 25 |
|
|
2023
Q1 | $624K | Sell |
7,100
-1,650
| -19% | -$145K | 0.56% | 25 |
|
|
2022
Q4 | $649K | Buy |
8,750
+1,650
| +23% | +$122K | 0.78% | 26 |
|
|
2022
Q3 | $594K | Buy |
+7,100
| New | +$594K | 0.53% | 23 |
|