WorthPointe’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,801
Closed -$392K 98
2025
Q1
$392K Sell
2,801
-2
-0.1% -$280 0.18% 53
2024
Q4
$483K Sell
2,803
-4
-0.1% -$690 0.2% 53
2024
Q3
$430K Buy
+2,807
New +$430K 0.18% 51