Creative Planning’s Braze BRZE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$757K Sell
2025
Q1
$1.67M Buy
2024
Q4
$1.1M Buy
2024
Q3
$844K Buy
2024
Q2
$898K Buy
2024
Q1
$1.01M Buy
2023
Q4
$1.16M Buy
2023
Q3
$1.01M Sell
2023
Q2
$1.26M Buy
2023
Q1
$994K Buy
2022
Q4
$783K Buy
2022
Q3
$998K Hold
2022
Q2
$1.04M Buy