Geneos Wealth Management’s Brandywine Realty Trust BDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19K | Sell |
277
-427
| -61% | -$1.83K | ﹤0.01% | 2935 |
|
|
2025
Q1 | $3.14K | Buy |
704
+528
| +300% | +$2.36K | ﹤0.01% | 2875 |
|
|
2024
Q4 | $986 | Hold |
176
| – | – | ﹤0.01% | 2772 |
|
|
2024
Q3 | $957 | Buy |
+176
| New | +$957 | ﹤0.01% | 2457 |
|
|
2022
Q3 | – | Sell |
-2,000
| Closed | -$19K | – | 2055 |
|
|
2022
Q2 | $19K | Sell |
2,000
-400
| -17% | -$3.8K | ﹤0.01% | 1694 |
|
|
2022
Q1 | $33K | Hold |
2,400
| – | – | ﹤0.01% | 1548 |
|
|
2021
Q4 | $32K | Hold |
2,400
| – | – | ﹤0.01% | 1667 |
|
|
2021
Q3 | $33K | Hold |
2,400
| – | – | ﹤0.01% | 1680 |
|
|
2021
Q2 | $33K | Hold |
2,400
| – | – | ﹤0.01% | 1663 |
|
|
2021
Q1 | $32K | Hold |
2,400
| – | – | ﹤0.01% | 1842 |
|
|
2020
Q4 | $31K | Buy |
+2,400
| New | +$31K | ﹤0.01% | 1680 |
|
|
2018
Q1 | – | Sell |
-152
| Closed | -$2K | – | 2173 |
|
|
2017
Q4 | $2K | Hold |
152
| – | – | ﹤0.01% | 2002 |
|
|
2017
Q3 | $2K | Hold |
152
| – | – | ﹤0.01% | 1950 |
|
|
2017
Q2 | $2K | Hold |
152
| – | – | ﹤0.01% | 1903 |
|
|
2017
Q1 | $2K | Hold |
152
| – | – | ﹤0.01% | 1859 |
|
|
2016
Q4 | $2K | Hold |
152
| – | – | ﹤0.01% | 1827 |
|
|
2016
Q3 | $2K | Buy |
+152
| New | +$2K | ﹤0.01% | 1749 |
|