Penn Davis McFarland’s Black Stone Minerals BSM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $24.2M | Sell |
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2025
Q1 | $28.4M | Buy |
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2024
Q4 | $23.4M | Buy |
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2024
Q3 | $20.5M | Sell |
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2024
Q2 | $21.3M | Hold |
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2024
Q1 | $21.7M | Sell |
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2023
Q4 | $23.5M | Sell |
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2023
Q3 | $25.8M | Sell |
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2023
Q2 | $24M | Sell |
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2023
Q1 | $24.4M | Sell |
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2022
Q4 | $26.3M | Sell |
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2022
Q3 | $24.7M | Buy |
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2022
Q2 | $21.4M | Buy |
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2022
Q1 | $20.9M | Buy |
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2021
Q4 | $12.4M | Buy |
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2021
Q3 | $14.3M | Sell |
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2021
Q2 | $12.8M | Buy |
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2021
Q1 | $10.1M | Buy |
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2020
Q4 | $117K | Hold |
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2020
Q3 | $108K | Hold |
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2020
Q2 | $114K | Hold |
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2020
Q1 | $82K | Hold |
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2019
Q4 | $223K | Hold |
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2019
Q3 | $250K | Hold |
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2019
Q2 | $272K | Hold |
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2019
Q1 | $309K | Hold |
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2018
Q4 | $271K | Hold |
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2018
Q3 | $319K | Hold |
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2018
Q2 | $324K | Buy |
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