Braun Stacey Associates’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.2M | Sell |
382,314
-5,096
| -1% | -$456K | 1.24% | 17 |
|
|
2025
Q1 | $29.4M | Sell |
387,410
-1,026
| -0.3% | -$77.8K | 1.2% | 21 |
|
|
2024
Q4 | $30M | Sell |
388,436
-585
| -0.2% | -$45.2K | 1.12% | 24 |
|
|
2024
Q3 | $28.4M | Buy |
389,021
+11,340
| +3% | +$828K | 1.08% | 26 |
|
|
2024
Q2 | $22.8M | Sell |
377,681
-4,500
| -1% | -$271K | 0.88% | 45 |
|
|
2024
Q1 | $24.1M | Buy |
382,181
+16,687
| +5% | +$1.05M | 0.95% | 44 |
|
|
2023
Q4 | $21.2M | Buy |
365,494
+83,227
| +29% | +$4.84M | 0.95% | 44 |
|
|
2023
Q3 | $13.7M | Sell |
282,267
-1,050
| -0.4% | -$51K | 0.67% | 69 |
|
|
2023
Q2 | $14.1M | Buy |
283,317
+158,297
| +127% | +$7.89M | 0.66% | 73 |
|
|
2023
Q1 | $6.83M | Buy |
+125,020
| New | +$6.83M | 0.18% | 101 |
|