Brown Advisory’s Orion OEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$18.6M Sell
2025
Q2
$25.9M Sell
2025
Q1
$34.1M Buy
2024
Q4
$41.3M Buy
2024
Q3
$41.9M Buy
2024
Q2
$50.7M Buy
2024
Q1
$43.8M Buy
2023
Q4
$38.5M Buy
2023
Q3
$24.6M Buy
2023
Q2
$24.3M Buy
2023
Q1
$21.8M Buy
2019
Q2
Sell
2019
Q1
$567K Sell
2018
Q4
$1.03M Buy
2018
Q3
$1.11M Buy
2018
Q2
$850K Buy
2018
Q1
$307K Buy