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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.81M | Buy |
22,337
+3,253
| +17% | +$283K | ﹤0.01% | 1974 |
|
|
2025
Q4 | $1.5M | Buy |
19,084
+6,736
| +55% | +$521K | ﹤0.01% | 1958 |
|
|
2025
Q3 | $963K | Buy |
12,348
+1,773
| +17% | +$131K | ﹤0.01% | 2150 |
|
|
2025
Q2 | $719K | Buy |
10,575
+1,301
| +14% | +$90.6K | ﹤0.01% | 2136 |
|
|
2025
Q1 | $655K | Hold |
9,274
| – | – | ﹤0.01% | 2060 |
|
|
2024
Q4 | $685K | Sell |
9,274
-1,198
| -11% | -$89.1K | ﹤0.01% | 1937 |
|
|
2024
Q3 | $802K | Buy |
10,472
+195
| +2% | +$13.9K | ﹤0.01% | 1701 |
|
|
2024
Q2 | $679K | Buy |
10,277
+256
| +3% | +$16K | ﹤0.01% | 1703 |
|
|
2024
Q1 | $594K | Buy |
+10,021
| New | +$598K | ﹤0.01% | 1726 |
|
|
2021
Q2 | – | Sell |
-4,006
| Closed | -$214K | – | 2135 |
|
|
2021
Q1 | $214K | Hold |
4,006
| – | – | ﹤0.01% | 2049 |
|
|
2020
Q4 | $212K | Buy |
+4,006
| New | +$177K | ﹤0.01% | 1857 |
|
|
2020
Q1 | – | Sell |
-8,006
| Closed | -$458K | – | 1893 |
|
|
2019
Q4 | $458K | Hold |
8,006
| – | – | ﹤0.01% | 1162 |
|
|
2019
Q3 | $425K | Hold |
8,006
| – | – | ﹤0.01% | 1156 |
|
|
2019
Q2 | $395K | Hold |
8,006
| – | – | ﹤0.01% | 1203 |
|
|
2019
Q1 | $372K | Hold |
8,006
| – | – | ﹤0.01% | 1207 |
|
|
2018
Q4 | $348K | Hold |
8,006
| – | – | ﹤0.01% | 1147 |
|
|
2018
Q3 | $350K | Buy |
+8,006
| New | +$318K | ﹤0.01% | 1298 |
|
|
2017
Q3 | – | Sell |
-6
| Closed | – | – | 2114 |
|
|
2017
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 4626 |
|
|
2017
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 4659 |
|
|
2016
Q4 | $0 | Buy |
+6
| New | +$216 | ﹤0.01% | 4625 |
|
|
2016
Q3 | – | Sell |
-42
| Closed | -$1K | – | 4571 |
|
|
2016
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 4141 |
|
|
2016
Q1 | $1K | Buy |
+42
| New | +$1.01K | ﹤0.01% | 4088 |
|
|
2015
Q2 | – | Sell |
-3,000
| Closed | -$85K | – | 1339 |
|
|
2015
Q1 | $85K | Buy |
+3,000
| New | +$81.6K | ﹤0.01% | 1659 |
|
|
2014
Q3 | – | Sell |
-169
| Closed | -$5K | – | 3994 |
|
|
2014
Q2 | $5K | Buy |
+169
| New | +$4.54K | ﹤0.01% | 3195 |
|
|
2013
Q4 | – | Sell |
-300
| Closed | -$9K | – | 3326 |
|
|
2013
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 2494 |
|
|
2013
Q2 | $9K | Buy |
+300
| New | +$9.76K | ﹤0.01% | 2311 |
|
Other funds holding BRC
VPM
VCM
