WFAG
Worth Financial Advisory Group’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Buy |
3,490
+24
| +0.7% | +$3.59K | 0.32% | 77 |
|
|
2025
Q1 | $485K | Sell |
3,466
-2,310
| -40% | -$323K | 0.31% | 80 |
|
|
2024
Q4 | $996K | Sell |
5,776
-29
| -0.5% | -$5K | 0.61% | 42 |
|
|
2024
Q3 | $889K | Buy |
5,805
+438
| +8% | +$67.1K | 0.52% | 49 |
|
|
2024
Q2 | $664K | Buy |
5,367
+262
| +5% | +$32.4K | 0.44% | 56 |
|
|
2024
Q1 | $671K | Buy |
5,105
+606
| +13% | +$79.6K | 0.46% | 60 |
|
|
2023
Q4 | $589K | Sell |
4,499
-151
| -3% | -$19.8K | 0.47% | 56 |
|
|
2023
Q3 | $498K | Buy |
4,650
+367
| +9% | +$39.3K | 0.45% | 59 |
|
|
2023
Q2 | $398K | Buy |
4,283
+458
| +12% | +$42.6K | 0.37% | 74 |
|
|
2023
Q1 | $336K | Buy |
3,825
+137
| +4% | +$12K | 0.32% | 83 |
|
|
2022
Q4 | $274K | Buy |
+3,688
| New | +$274K | 0.32% | 83 |
|