Creative Planning’s Brady Corp BRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $963K | Buy |
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|
2025
Q2 | $719K | Buy |
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|
2025
Q1 | $655K | Hold |
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|
2024
Q4 | $685K | Sell |
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|
2024
Q3 | $802K | Buy |
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|
2024
Q2 | $679K | Buy |
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|
2024
Q1 | $594K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $214K | Hold |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $458K | Hold |
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|
2019
Q3 | $425K | Hold |
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|
2019
Q2 | $395K | Hold |
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|
2019
Q1 | $372K | Hold |
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|
2018
Q4 | $348K | Hold |
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|
2018
Q3 | $350K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $0 | Hold |
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|
2017
Q1 | $0 | Hold |
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|
2016
Q4 | $0 | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1K | Hold |
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|
2016
Q1 | $1K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $85K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $5K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $9K | Hold |
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|
2013
Q2 | $9K | Buy |
|