Carson Wealth (CWM LLC)’s Brandywine Realty Trust BDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Buy |
25,848
+1,204
| +5% | +$5.17K | ﹤0.01% | 2612 |
|
|
2025
Q1 | $110K | Sell |
24,644
-3,749
| -13% | -$16.7K | ﹤0.01% | 2351 |
|
|
2024
Q4 | $159K | Buy |
28,393
+2,330
| +9% | +$13K | ﹤0.01% | 1977 |
|
|
2024
Q3 | $142K | Buy |
26,063
+2,540
| +11% | +$13.8K | ﹤0.01% | 1960 |
|
|
2024
Q2 | $105K | Buy |
23,523
+1,394
| +6% | +$6.22K | ﹤0.01% | 1942 |
|
|
2024
Q1 | $106K | Buy |
22,129
+2,365
| +12% | +$11.3K | ﹤0.01% | 1844 |
|
|
2023
Q4 | $107K | Sell |
19,764
-4,148
| -17% | -$22.5K | ﹤0.01% | 1712 |
|
|
2023
Q3 | $109K | Sell |
23,912
-726
| -3% | -$3.31K | ﹤0.01% | 1579 |
|
|
2023
Q2 | $115K | Buy |
24,638
+10,730
| +77% | +$50.1K | ﹤0.01% | 1501 |
|
|
2023
Q1 | $66K | Buy |
13,908
+5,093
| +58% | +$24.2K | ﹤0.01% | 1714 |
|
|
2022
Q4 | $54K | Buy |
8,815
+8,082
| +1,103% | +$49.5K | ﹤0.01% | 1682 |
|
|
2022
Q3 | $5K | Sell |
733
-111
| -13% | -$757 | ﹤0.01% | 3035 |
|
|
2022
Q2 | $8K | Sell |
844
-2,227
| -73% | -$21.1K | ﹤0.01% | 2681 |
|
|
2022
Q1 | $43K | Buy |
3,071
+1,593
| +108% | +$22.3K | ﹤0.01% | 1662 |
|
|
2021
Q4 | $20K | Buy |
+1,478
| New | +$20K | ﹤0.01% | 1979 |
|
|
2021
Q2 | $0 | Hold |
34
| – | – | ﹤0.01% | 2891 |
|
|
2021
Q1 | $0 | Hold |
34
| – | – | ﹤0.01% | 2891 |
|
|
2020
Q4 | $0 | Hold |
34
| – | – | ﹤0.01% | 2891 |
|
|
2020
Q3 | $0 | Hold |
34
| – | – | ﹤0.01% | 2891 |
|
|
2020
Q2 | $0 | Hold |
34
| – | – | ﹤0.01% | 2891 |
|
|
2020
Q1 | $0 | Hold |
34
| – | – | ﹤0.01% | 2891 |
|
|
2019
Q4 | $0 | Hold |
34
| – | – | ﹤0.01% | 2891 |
|
|
2019
Q3 | $0 | Hold |
34
| – | – | ﹤0.01% | 2891 |
|
|
2019
Q2 | $0 | Hold |
34
| – | – | ﹤0.01% | 2891 |
|
|
2019
Q1 | $0 | Buy |
+34
| New | – | ﹤0.01% | 2904 |
|
|
2018
Q4 | – | Sell |
-52
| Closed | -$1K | – | 2092 |
|
|
2018
Q3 | $1K | Hold |
52
| – | – | ﹤0.01% | 1614 |
|
|
2018
Q2 | $1K | Hold |
52
| – | – | ﹤0.01% | 1479 |
|
|
2018
Q1 | $1K | Hold |
52
| – | – | ﹤0.01% | 1247 |
|
|
2017
Q4 | $1K | Sell |
52
-136
| -72% | -$2.62K | ﹤0.01% | 1330 |
|
|
2017
Q3 | $3K | Buy |
188
+136
| +262% | +$2.17K | ﹤0.01% | 1183 |
|
|
2017
Q2 | $1K | Hold |
52
| – | – | ﹤0.01% | 1070 |
|
|
2017
Q1 | $1K | Buy |
+52
| New | +$1K | ﹤0.01% | 1038 |
|