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 |
|