Bradley Foster & Sargent’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$711K Sell
7,948
-403
-5% -$36K 0.01% 329
2025
Q1
$634K Sell
8,351
-49,963
-86% -$3.79M 0.01% 322
2024
Q4
$4.51M Sell
58,314
-22,510
-28% -$1.74M 0.08% 155
2024
Q3
$5.9M Buy
80,824
+144
+0.2% +$10.5K 0.1% 143
2024
Q2
$4.86M Buy
80,680
+4,582
+6% +$276K 0.09% 148
2024
Q1
$4.8M Buy
+76,098
New +$4.8M 0.09% 150