Creative Planning’s Black Stone Minerals BSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $168K | Sell |
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|
2025
Q2 | $179K | Buy |
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|
2025
Q1 | $205K | Buy |
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|
2024
Q4 | $174K | Buy |
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|
2024
Q3 | $179K | Sell |
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|
2024
Q2 | $250K | Buy |
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|
2024
Q1 | $192K | Sell |
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|
2023
Q4 | $210K | Buy |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $272K | Buy |
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|
2023
Q1 | $211K | Sell |
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|
2022
Q4 | $261K | Buy |
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|
2022
Q3 | $189K | Sell |
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|
2022
Q2 | $166K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $16K | Hold |
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|
2017
Q1 | $17K | Sell |
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|
2016
Q4 | $94K | Hold |
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|
2016
Q3 | $89K | Buy |
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