LWM
LongView 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 | $166K | Sell |
12,681
-1,887
| -13% | -$24.7K | 0.05% | 214 |
|
2025
Q1 | $222K | Sell |
14,568
-1,276
| -8% | -$19.5K | 0.07% | 192 |
|
2024
Q4 | $231K | Sell |
15,844
-12,814
| -45% | -$187K | 0.07% | 185 |
|
2024
Q3 | $433K | Sell |
28,658
-3,592
| -11% | -$54.2K | 0.14% | 121 |
|
2024
Q2 | $505K | Sell |
32,250
-755
| -2% | -$11.8K | 0.19% | 97 |
|
2024
Q1 | $527K | Sell |
33,005
-730
| -2% | -$11.7K | 0.21% | 92 |
|
2023
Q4 | $548K | Buy |
+33,735
| New | +$548K | 0.24% | 88 |
|