Welch & Forbes’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
Q3 | $775K | Hold |
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|
2025
Q2 | $771K | Hold |
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|
2025
Q1 | $900K | Hold |
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|
2024
Q4 | $861K | Hold |
|
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|
2024
Q3 | $890K | Hold |
|
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|
2024
Q2 | $917K | Hold |
|
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|
2024
Q1 | $942K | Hold |
|
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|
2023
Q4 | $941K | Hold |
|
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|
2023
Q3 | $1.02M | Hold |
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|
2023
Q2 | $941K | Hold |
|
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|
2023
Q1 | $925K | Hold |
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|
2022
Q4 | $995K | Hold |
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|
2022
Q3 | $923K | Hold |
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|
2022
Q2 | $807K | Hold |
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|
2022
Q1 | $794K | Hold |
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|
2021
Q4 | $610K | Hold |
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|
2021
Q3 | $710K | Hold |
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|
2021
Q2 | $634K | Sell |
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|
2021
Q1 | $550K | Hold |
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|
2020
Q4 | $422K | Hold |
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|
2020
Q3 | $388K | Hold |
|
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|
2020
Q2 | $410K | Hold |
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|
2020
Q1 | $295K | Hold |
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|
2019
Q4 | $802K | Hold |
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|
2019
Q3 | $898K | Hold |
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|
2019
Q2 | $978K | Hold |
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|
2019
Q1 | $1.11M | Sell |
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|
2018
Q4 | $1.05M | Buy |
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|
2018
Q3 | $921K | Buy |
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|
2018
Q2 | $290K | Hold |
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|
2018
Q1 | $260K | Buy |
|