Wills Financial Group’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 | $932K | Buy |
|
|||||
|
2025
Q2 | $808K | Buy |
|
|||||
|
2025
Q1 | $711K | Buy |
|
|||||
|
2024
Q4 | $729K | Buy |
|
|||||
|
2024
Q3 | $439K | Buy |
|
|||||
|
2024
Q2 | $302K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $5.63M | Buy |
|
|||||
|
2021
Q3 | $4.75M | Buy |
|
|||||
|
2021
Q2 | $3.96M | Buy |
|
|||||
|
2021
Q1 | $2.94M | Buy |
|
|||||
|
2020
Q4 | $2.12M | Buy |
|
|||||
|
2020
Q3 | $1.47M | Buy |
|
|||||
|
2020
Q2 | $1.58M | Sell |
|
|||||
|
2020
Q1 | $1.27M | Buy |
|
|||||
|
2019
Q4 | $208K | Buy |
|