Allworth Financial’s Brandywine Realty Trust BDN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18K	Buy	6,655 +4,764	+252%	+$14.3K	﹤0.01%	3070
2025 Q4	$5.52K	Buy	1,891 +45	+2%	+$153	﹤0.01%	3647
2025 Q3	$7.7K	Buy	1,846 +133	+8%	+$559	﹤0.01%	3297
2025 Q2	$7.35K	Sell	1,713 -19	-1%	-$79	﹤0.01%	3048
2025 Q1	$6.84K	Sell	1,732 -38	-2%	-$188	﹤0.01%	2602
2024 Q4	$9.49K	Hold	1,770	–	–	﹤0.01%	2456
2024 Q3	$9.63K	Hold	1,770	–	–	﹤0.01%	2275
2024 Q2	$8.18K	Hold	1,770	–	–	﹤0.01%	2310
2024 Q1	$8.5K	Buy	1,770 +224	+14%	+$1.04K	﹤0.01%	2171
2023 Q4	$8.35K	Sell	1,546 -163	-10%	-$715	﹤0.01%	2053
2023 Q3	$7.76K	Buy	1,709 +163	+11%	+$776	﹤0.01%	1936
2023 Q2	$7.19K	Hold	1,546	–	–	﹤0.01%	1963
2023 Q1	$7.31K	Hold	1,546	–	–	﹤0.01%	1893
2022 Q4	$9.51K	Sell	1,546 -55	-3%	-$354	﹤0.01%	1703
2022 Q3	$11K	Buy	1,601 +55	+4%	+$469	﹤0.01%	1595
2022 Q2	$15K	Hold	1,546	–	–	﹤0.01%	1351
2022 Q1	$22K	Hold	1,546	–	–	﹤0.01%	1211
2021 Q4	$21K	Hold	1,546	–	–	﹤0.01%	1098
2021 Q3	$21K	Hold	1,546	–	–	﹤0.01%	999
2021 Q2	$21K	Buy	+1,546	New	+$21.3K	﹤0.01%	834