Brown Advisory’s Clear Secure YOU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$42.9M Sell
2024
Q3
$66M Sell
2024
Q2
$68.4M Buy
2024
Q1
$72.9M Buy
2023
Q4
$66.7M Buy
2023
Q3
$59.6M Buy
2023
Q2
$59.8M Buy
2023
Q1
$47.3M Buy