GWM
Guardian Wealth Management’s Black Stone Minerals BSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Buy |
12,082
+72
| +0.6% | +$942 | 0.11% | 59 |
|
|
2025
Q1 | $183K | Buy |
12,010
+1,553
| +15% | +$23.7K | 0.12% | 64 |
|
|
2024
Q4 | $153K | Sell |
10,457
-2,557
| -20% | -$37.3K | 0.1% | 70 |
|
|
2024
Q3 | $197K | Buy |
13,014
+236
| +2% | +$3.56K | 0.14% | 65 |
|
|
2024
Q2 | $200K | Buy |
12,778
+210
| +2% | +$3.29K | 0.15% | 64 |
|
|
2024
Q1 | $201K | Buy |
12,568
+52
| +0.4% | +$831 | 0.15% | 62 |
|
|
2023
Q4 | $200K | Buy |
12,516
+143
| +1% | +$2.28K | 0.17% | 65 |
|
|
2023
Q3 | $213K | Buy |
12,373
+469
| +4% | +$8.08K | 0.2% | 63 |
|
|
2023
Q2 | $190K | Buy |
11,904
+224
| +2% | +$3.57K | 0.17% | 67 |
|
|
2023
Q1 | $183K | Buy |
11,680
+248
| +2% | +$3.89K | 0.18% | 72 |
|
|
2022
Q4 | $193K | Buy |
11,432
+1,028
| +10% | +$17.3K | 0.19% | 79 |
|
|
2022
Q3 | $163K | Buy |
10,404
+52
| +0.5% | +$815 | 0.18% | 75 |
|
|
2022
Q2 | $142K | Buy |
10,352
+243
| +2% | +$3.33K | 0.15% | 80 |
|
|
2022
Q1 | $136K | Buy |
10,109
+190
| +2% | +$2.56K | 0.14% | 86 |
|
|
2021
Q4 | $102K | Buy |
+9,919
| New | +$102K | 0.1% | 85 |
|