Wolff Financial 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 | $307K | Buy |
2,051
+2
| +0.1% | +$299 | 0.08% | 80 |
|
|
2025
Q1 | $286K | Buy |
2,049
+2
| +0.1% | +$279 | 0.08% | 81 |
|
|
2024
Q4 | $353K | Buy |
2,047
+2
| +0.1% | +$345 | 0.1% | 74 |
|
|
2024
Q3 | $313K | Buy |
2,045
+1
| +0% | +$153 | 0.09% | 82 |
|
|
2024
Q2 | $253K | Buy |
2,044
+2
| +0.1% | +$248 | 0.19% | 40 |
|
|
2024
Q1 | $268K | Buy |
2,042
+2
| +0.1% | +$262 | 0.08% | 87 |
|
|
2023
Q4 | $267K | Buy |
2,040
+2
| +0.1% | +$262 | 0.08% | 83 |
|
|
2023
Q3 | $218K | Buy |
+2,038
| New | +$218K | 0.07% | 88 |
|
|
2022
Q2 | – | Sell |
-1,775
| Closed | -$225K | – | 102 |
|
|
2022
Q1 | $225K | Hold |
1,775
| – | – | 0.09% | 99 |
|
|
2021
Q4 | $230K | Hold |
1,775
| – | – | 0.09% | 100 |
|
|
2021
Q3 | $207K | Buy |
+1,775
| New | +$207K | 0.18% | 38 |
|