Creative Planning’s BRC Inc BRCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Sell |
114,698
-1,833
| -2% | -$2.4K | ﹤0.01% | 3312 |
|
|
2025
Q1 | $244K | Buy |
116,531
+20,011
| +21% | +$41.8K | ﹤0.01% | 2901 |
|
|
2024
Q4 | $306K | Buy |
96,520
+40,366
| +72% | +$128K | ﹤0.01% | 2643 |
|
|
2024
Q3 | $192K | Buy |
+56,154
| New | +$192K | ﹤0.01% | 2850 |
|
|
2024
Q1 | – | Sell |
-19,556
| Closed | -$71K | – | 2862 |
|
|
2023
Q4 | $71K | Buy |
+19,556
| New | +$71K | ﹤0.01% | 2603 |
|