MTC

McDaniel Terry & Co’s Black Stone Minerals BSM Stock Holding History

McDaniel Terry & Co’s Portfolio BSM Stock Details BSM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.57M	Hold	119,987	–	–	0.13%	47
2025 Q1	$1.83M	Sell	119,987 -6,775	-5%	-$103K	0.16%	44
2024 Q4	$1.85M	Hold	126,762	–	–	0.15%	43
2024 Q3	$1.91M	Hold	126,762	–	–	0.16%	41
2024 Q2	$1.99M	Hold	126,762	–	–	0.17%	40
2024 Q1	$2.03M	Sell	126,762 -6,200	-5%	-$99.1K	0.18%	42
2023 Q4	$2.12M	Hold	132,962	–	–	0.2%	38
2023 Q3	$2.29M	Hold	132,962	–	–	0.24%	38
2023 Q2	$2.12M	Sell	132,962 -3,200	-2%	-$51K	0.22%	37
2023 Q1	$2.14M	Sell	136,162 -6,350	-4%	-$99.6K	0.23%	36
2022 Q4	$2.4M	Hold	142,512	–	–	0.28%	35
2022 Q3	$2.23M	Hold	142,512	–	–	0.29%	35
2022 Q2	$1.95M	Hold	142,512	–	–	0.24%	36
2022 Q1	$1.92M	Sell	142,512 -7,845	-5%	-$106K	0.21%	37
2021 Q4	$1.55M	Hold	150,357	–	–	0.16%	42
2021 Q3	$1.81M	Hold	150,357	–	–	0.21%	35
2021 Q2	$1.62M	Hold	150,357	–	–	0.19%	37
2021 Q1	$1.31M	Hold	150,357	–	–	0.16%	38
2020 Q4	$1M	Hold	150,357	–	–	0.13%	38
2020 Q3	$923K	Hold	150,357	–	–	0.13%	38
2020 Q2	$977K	Hold	150,357	–	–	0.15%	39
2020 Q1	$704K	Hold	150,357	–	–	0.13%	38
2019 Q4	$1.91M	Sell	150,357 -50,000	-25%	-$636K	0.29%	31
2019 Q3	$2.85M	Buy	200,357 +129,359	+182%	+$1.84M	0.46%	30
2019 Q2	$1.1M	Hold	70,998	–	–	0.18%	34
2019 Q1	$1.25M	Hold	70,998	–	–	0.21%	31
2018 Q4	$1.1M	Hold	70,998	–	–	0.21%	31
2018 Q3	$1.29M	Hold	70,998	–	–	0.22%	32
2018 Q2	$1.31M	Hold	70,998	–	–	0.24%	32
2018 Q1	$1.18M	Hold	70,998	–	–	0.21%	31
2017 Q4	$1.27M	Hold	70,998	–	–	0.23%	30
2017 Q3	$1.23M	Hold	70,998	–	–	0.23%	30
2017 Q2	$1.12M	Hold	70,998	–	–	0.22%	31
2017 Q1	$1.17M	Hold	70,998	–	–	0.23%	31
2016 Q4	$1.33M	Hold	70,998	–	–	0.28%	29
2016 Q3	$1.26M	Hold	70,998	–	–	0.27%	29
2016 Q2	$1.1M	Hold	70,998	–	–	0.25%	29
2016 Q1	$995K	Hold	70,998	–	–	0.23%	28
2015 Q4	$1.03M	Hold	70,998	–	–	0.27%	28
2015 Q3	$980K	Sell	70,998 -20,643	-23%	-$285K	0.27%	27
2015 Q2	$1.58M	Buy	+91,641	New	+$1.58M	0.4%	28