Chase Investment Counsel’s Black Stone Minerals BSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Hold |
34,914
| – | – | 0.15% | 100 |
|
|
2025
Q1 | $533K | Hold |
34,914
| – | – | 0.2% | 85 |
|
|
2024
Q4 | $509K | Hold |
34,914
| – | – | 0.16% | 91 |
|
|
2024
Q3 | $527K | Sell |
34,914
-4,874
| -12% | -$73.6K | 0.18% | 86 |
|
|
2024
Q2 | $623K | Hold |
39,788
| – | – | 0.22% | 89 |
|
|
2024
Q1 | $635K | Hold |
39,788
| – | – | 0.24% | 90 |
|
|
2023
Q4 | $635K | Sell |
39,788
-24,044
| -38% | -$384K | 0.28% | 85 |
|
|
2023
Q3 | $1.1M | Hold |
63,832
| – | – | 0.55% | 52 |
|
|
2023
Q2 | $1.02M | Hold |
63,832
| – | – | 0.51% | 55 |
|
|
2023
Q1 | $1M | Hold |
63,832
| – | – | 0.55% | 52 |
|
|
2022
Q4 | $1.08M | Hold |
63,832
| – | – | 0.66% | 52 |
|
|
2022
Q3 | $998K | Buy |
+63,832
| New | +$998K | 0.63% | 49 |
|