Icon Wealth Advisors’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 | $1.1M | Buy |
84,263
+2,227
| +3% | +$29.1K | 0.08% | 158 |
|
|
2025
Q1 | $1.25M | Buy |
82,036
+253
| +0.3% | +$3.86K | 0.1% | 139 |
|
|
2024
Q4 | $1.19M | Buy |
81,783
+243
| +0.3% | +$3.55K | 0.1% | 141 |
|
|
2024
Q3 | $1.23M | Sell |
81,540
-1,424
| -2% | -$21.5K | 0.1% | 138 |
|
|
2024
Q2 | $1.25M | Buy |
82,964
+62,510
| +306% | +$940K | 0.11% | 131 |
|
|
2024
Q1 | $327K | Buy |
20,454
+2,003
| +11% | +$32K | 0.03% | 268 |
|
|
2023
Q4 | $294K | Buy |
+18,451
| New | +$294K | 0.03% | 267 |
|
|
2022
Q4 | $285K | Hold |
16,867
| – | – | 0.03% | 259 |
|
|
2022
Q3 | $264K | Buy |
+16,867
| New | +$264K | 0.03% | 261 |
|