Creative Planning’s Braze BRZE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$757K Sell
26,943
-19,213
-42% -$540K ﹤0.01% 2083
2025
Q1
$1.67M Buy
46,156
+19,964
+76% +$720K ﹤0.01% 1318
2024
Q4
$1.1M Buy
26,192
+103
+0.4% +$4.31K ﹤0.01% 1579
2024
Q3
$844K Buy
26,089
+2,968
+13% +$96K ﹤0.01% 1655
2024
Q2
$898K Buy
23,121
+384
+2% +$14.9K ﹤0.01% 1481
2024
Q1
$1.01M Buy
22,737
+910
+4% +$40.3K ﹤0.01% 1330
2023
Q4
$1.16M Buy
21,827
+249
+1% +$13.2K ﹤0.01% 1154
2023
Q3
$1.01M Sell
21,578
-7,286
-25% -$340K ﹤0.01% 1149
2023
Q2
$1.26M Buy
28,864
+101
+0.4% +$4.42K ﹤0.01% 1004
2023
Q1
$994K Buy
28,763
+75
+0.3% +$2.59K ﹤0.01% 1081
2022
Q4
$783K Buy
28,688
+24
+0.1% +$655 ﹤0.01% 1156
2022
Q3
$998K Hold
28,664
﹤0.01% 965
2022
Q2
$1.04M Buy
+28,664
New +$1.04M ﹤0.01% 957