Mayo Clinic’s Black Stone Minerals BSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-166,147
| Closed | -$2.86M | – | 8 |
|
|
2023
Q3 | $2.86M | Sell |
166,147
-477,470
| -74% | -$8.23M | 5.52% | 3 |
|
|
2023
Q2 | $10.3M | Hold |
643,617
| – | – | 10.54% | 2 |
|
|
2023
Q1 | $10.1M | Hold |
643,617
| – | – | 8.29% | 2 |
|
|
2022
Q4 | $10.9M | Buy |
+643,617
| New | +$10.9M | 5.75% | 2 |
|
|
2021
Q2 | $52.5M | Sell |
4,879,824
-840,100
| -15% | -$9.03M | 58.01% | 1 |
|
|
2021
Q1 | $49.9M | Hold |
5,719,924
| – | – | 57.43% | 1 |
|
|
2020
Q4 | $38.2M | Hold |
5,719,924
| – | – | 45.97% | 1 |
|
|
2020
Q3 | $35.1M | Buy |
5,719,924
+8,787
| +0.2% | +$54K | 47.33% | 1 |
|
|
2020
Q2 | $37.1M | Hold |
5,711,137
| – | – | 35.52% | 1 |
|
|
2020
Q1 | $26.7M | Buy |
5,711,137
+13,389
| +0.2% | +$62.7K | 67.58% | 1 |
|
|
2019
Q4 | $72.5M | Buy |
+5,697,748
| New | +$72.5M | 82.19% | 1 |
|