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Beta Wealth Group, Inc.
> BX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Blackstone Inc. | BX | 64,170 | 64 | 5,965,921,000 | 334,865,000 | $92,970.56 |
| 03/31/2023 | Blackstone Inc. | BX | 64,106 | 14,460 | 5,631,056,000 | 5,626,527,000 | $87,839.77 |
| 06/30/2022 | Blackstone Inc. | BX | 49,646 | -2,751 | 4,529,000 | -2,122,000 | $91.23 |
| 03/31/2022 | Blackstone Inc. | BX | 52,397 | -5,009 | 6,651,000 | -29,000 | $126.93 |
| 12/31/2021 | Blackstone Inc. | BX | 57,406 | 0 | 6,680,000 | 0 | $116.36 |
| 09/30/2021 | Blackstone Inc. | BX | 57,406 | -17,950 | 6,680,000 | -636,000 | $116.36 |
| 06/30/2021 | Blackstone Inc. | BX | 75,356 | 906 | 7,316,000 | 1,767,000 | $97.09 |
| 03/31/2021 | Blackstone Inc. | BX | 74,450 | 2,706 | 5,549,000 | 901,000 | $74.53 |
| 12/31/2020 | Blackstone Inc. | BX | 71,744 | 71,744 | 4,648,000 | 4,648,000 | $64.79 |
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