Wills Financial Group’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $808K | Buy |
5,402
+316
| +6% | +$47.3K | 0.35% | 39 |
|
|
2025
Q1 | $711K | Buy |
5,086
+859
| +20% | +$120K | 0.32% | 43 |
|
|
2024
Q4 | $729K | Buy |
4,227
+1,361
| +47% | +$235K | 0.31% | 45 |
|
|
2024
Q3 | $439K | Buy |
2,866
+424
| +17% | +$64.9K | 0.18% | 49 |
|
|
2024
Q2 | $302K | Buy |
+2,442
| New | +$302K | 0.14% | 55 |
|
|
2022
Q1 | – | Sell |
-43,516
| Closed | -$5.63M | – | 72 |
|
|
2021
Q4 | $5.63M | Buy |
43,516
+2,662
| +7% | +$344K | 2.23% | 20 |
|
|
2021
Q3 | $4.75M | Buy |
40,854
+136
| +0.3% | +$15.8K | 2.13% | 20 |
|
|
2021
Q2 | $3.96M | Buy |
40,718
+1,197
| +3% | +$116K | 1.71% | 23 |
|
|
2021
Q1 | $2.95M | Buy |
39,521
+6,834
| +21% | +$509K | 1.43% | 26 |
|
|
2020
Q4 | $2.12M | Buy |
32,687
+4,535
| +16% | +$294K | 1.06% | 31 |
|
|
2020
Q3 | $1.47M | Buy |
28,152
+199
| +0.7% | +$10.4K | 0.85% | 29 |
|
|
2020
Q2 | $1.58M | Sell |
27,953
-36
| -0.1% | -$2.04K | 0.99% | 29 |
|
|
2020
Q1 | $1.28M | Buy |
27,989
+24,269
| +652% | +$1.11M | 0.91% | 32 |
|
|
2019
Q4 | $208K | Buy |
+3,720
| New | +$208K | 0.12% | 60 |
|