Welch & Forbes’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 Q2	$771K	Hold	58,966	–	–	0.01%	243
2025 Q1	$900K	Hold	58,966	–	–	0.01%	230
2024 Q4	$861K	Hold	58,966	–	–	0.01%	236
2024 Q3	$890K	Hold	58,966	–	–	0.01%	237
2024 Q2	$917K	Hold	58,966	–	–	0.01%	231
2024 Q1	$942K	Hold	58,966	–	–	0.01%	229
2023 Q4	$941K	Hold	58,966	–	–	0.01%	227
2023 Q3	$1.02M	Hold	58,966	–	–	0.02%	222
2023 Q2	$941K	Hold	58,966	–	–	0.01%	237
2023 Q1	$925K	Hold	58,966	–	–	0.02%	237
2022 Q4	$995K	Hold	58,966	–	–	0.02%	232
2022 Q3	$923K	Hold	58,966	–	–	0.02%	233
2022 Q2	$807K	Hold	58,966	–	–	0.01%	247
2022 Q1	$794K	Hold	58,966	–	–	0.01%	251
2021 Q4	$610K	Hold	58,966	–	–	0.01%	275
2021 Q3	$710K	Hold	58,966	–	–	0.01%	254
2021 Q2	$634K	Sell	58,966 -4,140	-7%	-$44.5K	0.01%	273
2021 Q1	$550K	Hold	63,106	–	–	0.01%	268
2020 Q4	$422K	Hold	63,106	–	–	0.01%	291
2020 Q3	$388K	Hold	63,106	–	–	0.01%	269
2020 Q2	$410K	Hold	63,106	–	–	0.01%	260
2020 Q1	$295K	Hold	63,106	–	–	0.01%	276
2019 Q4	$802K	Hold	63,106	–	–	0.02%	220
2019 Q3	$898K	Hold	63,106	–	–	0.02%	212
2019 Q2	$978K	Hold	63,106	–	–	0.02%	206
2019 Q1	$1.11M	Sell	63,106 -4,938	-7%	-$87.1K	0.03%	198
2018 Q4	$1.05M	Buy	68,044 +17,446	+34%	+$270K	0.03%	193
2018 Q3	$921K	Buy	50,598 +34,892	+222%	+$635K	0.02%	208
2018 Q2	$290K	Hold	15,706	–	–	0.01%	310
2018 Q1	$260K	Buy	+15,706	New	+$260K	0.01%	321