EWA
BSM icon

EP Wealth Advisors’s Black Stone Minerals BSM Stock Holding History

EP Wealth Advisors’s Portfolio BSM Stock Details BSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$150K Buy
11,438
+1
+0% +$13 ﹤0.01% 1321
2025
Q1 		$175K Sell
11,437
-13,154
-53% -$201K ﹤0.01% 1165
2024
Q4 		$359K Sell
24,591
-3,000
-11% -$43.8K ﹤0.01% 801
2024
Q3 		$417K Buy
+27,591
New +$417K ﹤0.01% 747