CIBC Private Wealth Group’s Black Stone Minerals BSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
125,295
-30,775
| -20% | -$403K | ﹤0.01% | 587 |
|
|
2025
Q1 | $2.05M | Buy |
156,070
+6,600
| +4% | +$86.5K | ﹤0.01% | 528 |
|
|
2024
Q4 | $2.19M | Sell |
149,470
-74,520
| -33% | -$1.09M | ﹤0.01% | 552 |
|
|
2024
Q3 | $3.38M | Hold |
223,990
| – | – | 0.01% | 490 |
|
|
2024
Q2 | $3.49M | Sell |
223,990
-184,697
| -45% | -$2.88M | 0.01% | 456 |
|
|
2024
Q1 | $6.58M | Sell |
408,687
-78,913
| -16% | -$1.27M | 0.01% | 373 |
|
|
2023
Q4 | $7.78M | Sell |
487,600
-588,880
| -55% | -$9.4M | 0.02% | 343 |
|
|
2023
Q3 | $18.5M | Sell |
1,076,480
-254,541
| -19% | -$4.39M | 0.04% | 265 |
|
|
2023
Q2 | $21.2M | Sell |
1,331,021
-254,549
| -16% | -$4.06M | 0.05% | 262 |
|
|
2023
Q1 | $24.9M | Buy |
1,585,570
+215,565
| +16% | +$3.38M | 0.06% | 220 |
|
|
2022
Q4 | $23.1M | Buy |
1,370,005
+162
| +0% | +$2.73K | 0.08% | 163 |
|
|
2022
Q3 | $21.4M | Sell |
1,369,843
-105,461
| -7% | -$1.65M | 0.06% | 215 |
|
|
2022
Q2 | $20.2M | Buy |
1,475,304
+115,461
| +8% | +$1.58M | 0.05% | 234 |
|
|
2022
Q1 | $18.3M | Buy |
1,359,843
+195,860
| +17% | +$2.64M | 0.04% | 259 |
|
|
2021
Q4 | $12M | Hold |
1,163,983
| – | – | 0.02% | 311 |
|
|
2021
Q3 | $14M | Hold |
1,163,983
| – | – | 0.03% | 302 |
|
|
2021
Q2 | $12.5M | Hold |
1,163,983
| – | – | 0.03% | 320 |
|
|
2021
Q1 | $10.2M | Sell |
1,163,983
-59,729
| -5% | -$521K | 0.03% | 325 |
|
|
2020
Q4 | $8.17M | Buy |
1,223,712
+209,191
| +21% | +$1.4M | 0.02% | 344 |
|
|
2020
Q3 | $6.23M | Buy |
1,014,521
+550,117
| +118% | +$3.38M | 0.02% | 343 |
|
|
2020
Q2 | $3.02M | Buy |
464,404
+249,968
| +117% | +$1.62M | 0.01% | 344 |
|
|
2020
Q1 | $1M | Hold |
214,436
| – | – | ﹤0.01% | 509 |
|
|
2019
Q4 | $2.73M | Hold |
214,436
| – | – | 0.01% | 424 |
|
|
2019
Q3 | $3.05M | Hold |
214,436
| – | – | 0.01% | 405 |
|
|
2019
Q2 | $3.32M | Sell |
214,436
-802,836
| -79% | -$12.4M | 0.01% | 406 |
|
|
2019
Q1 | $17.9M | Sell |
1,017,272
-118,414
| -10% | -$2.09M | 0.07% | 210 |
|
|
2018
Q4 | $17.6M | Buy |
1,135,686
+135,686
| +14% | +$2.1M | 0.08% | 200 |
|
|
2018
Q3 | $18.2M | Buy |
+1,000,000
| New | +$18.2M | 0.07% | 222 |
|