Brown Advisory’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,611,693
| Closed | -$42.9M | – | 1427 |
|
|
2024
Q4 | $42.9M | Sell |
1,611,693
-379,604
| -19% | -$10.1M | 0.05% | 238 |
|
|
2024
Q3 | $66M | Sell |
1,991,297
-1,664,481
| -46% | -$55.2M | 0.08% | 176 |
|
|
2024
Q2 | $68.4M | Buy |
3,655,778
+226,155
| +7% | +$4.23M | 0.09% | 163 |
|
|
2024
Q1 | $72.9M | Buy |
3,429,623
+198,808
| +6% | +$4.23M | 0.1% | 159 |
|
|
2023
Q4 | $66.7M | Buy |
3,230,815
+101,011
| +3% | +$2.09M | 0.09% | 163 |
|
|
2023
Q3 | $59.6M | Buy |
3,129,804
+549,946
| +21% | +$10.5M | 0.1% | 168 |
|
|
2023
Q2 | $59.8M | Buy |
2,579,858
+772,287
| +43% | +$17.9M | 0.09% | 175 |
|
|
2023
Q1 | $47.3M | Buy |
+1,807,571
| New | +$47.3M | 0.08% | 195 |
|