Charles Schwab’s Bridge Investment Group BRDG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $140K | Buy |
13,968
+560
| +4% | +$5.61K | ﹤0.01% | 3402 |
|
2025
Q1 | $128K | Buy |
13,408
+2
| +0% | +$19 | ﹤0.01% | 3312 |
|
2024
Q4 | $113K | Buy |
13,406
+30
| +0.2% | +$252 | ﹤0.01% | 3388 |
|
2024
Q3 | $132K | Hold |
13,376
| – | – | ﹤0.01% | 3367 |
|
2024
Q2 | $99.3K | Hold |
13,376
| – | – | ﹤0.01% | 3474 |
|
2024
Q1 | $91.6K | Hold |
13,376
| – | – | ﹤0.01% | 3311 |
|
2023
Q4 | $131K | Hold |
13,376
| – | – | ﹤0.01% | 3325 |
|
2023
Q3 | $123K | Hold |
13,376
| – | – | ﹤0.01% | 3334 |
|
2023
Q2 | $152K | Hold |
13,376
| – | – | ﹤0.01% | 3329 |
|
2023
Q1 | $152K | Buy |
+13,376
| New | +$152K | ﹤0.01% | 3196 |
|
2022
Q2 | – | Sell |
-9,940
| Closed | -$203K | – | 3552 |
|
2022
Q1 | $203K | Hold |
9,940
| – | – | ﹤0.01% | 3303 |
|
2021
Q4 | $249K | Buy |
+9,940
| New | +$249K | ﹤0.01% | 3322 |
|