Venturi Wealth Management’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
Q1 | – | Sell |
-3,200
| Closed | -$46.7K | – | 738 |
|
|
2024
Q4 | $46.7K | Buy |
3,200
+100
| +3% | +$1.46K | ﹤0.01% | 1040 |
|
|
2024
Q3 | $46.8K | Buy |
3,100
+300
| +11% | +$4.53K | ﹤0.01% | 789 |
|
|
2024
Q2 | $43.9K | Buy |
2,800
+200
| +8% | +$3.13K | ﹤0.01% | 704 |
|
|
2024
Q1 | $41.5K | Buy |
2,600
+600
| +30% | +$9.59K | ﹤0.01% | 542 |
|
|
2023
Q4 | $31.9K | Buy |
2,000
+200
| +11% | +$3.19K | ﹤0.01% | 588 |
|
|
2023
Q3 | $31K | Buy |
+1,800
| New | +$31K | ﹤0.01% | 540 |
|