Corient Private Wealth’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 | $2.28M | Buy |
174,476
+58,277
| +50% | +$762K | ﹤0.01% | 1057 |
|
|
2025
Q1 | $1.77M | Buy |
116,199
+9,957
| +9% | +$152K | ﹤0.01% | 1014 |
|
|
2024
Q4 | $1.55M | Buy |
106,242
+6,500
| +7% | +$94.9K | ﹤0.01% | 1102 |
|
|
2024
Q3 | $1.51M | Buy |
99,742
+42,725
| +75% | +$645K | ﹤0.01% | 1202 |
|
|
2024
Q2 | $893K | Buy |
57,017
+24
| +0% | +$376 | ﹤0.01% | 1363 |
|
|
2024
Q1 | $911K | Buy |
56,993
+1,600
| +3% | +$25.6K | ﹤0.01% | 1338 |
|
|
2023
Q4 | $884K | Buy |
55,393
+200
| +0.4% | +$3.19K | ﹤0.01% | 1328 |
|
|
2023
Q3 | $951K | Buy |
55,193
+2,900
| +6% | +$50K | ﹤0.01% | 1204 |
|
|
2023
Q2 | $834K | Buy |
+52,293
| New | +$834K | ﹤0.01% | 1219 |
|