Jeppson Wealth Management’s Brixmor Property Group BRX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Hold
9,675
0.09% 185
2025
Q1
$257K Hold
9,675
0.09% 171
2024
Q4
$269K Hold
9,675
0.1% 163
2024
Q3
$270K Hold
9,675
0.1% 167
2024
Q2
$223K Sell
9,675
-150
-2% -$3.46K 0.09% 180
2024
Q1
$230K Sell
9,825
-200
-2% -$4.69K 0.09% 180
2023
Q4
$233K Buy
10,025
+150
+2% +$3.49K 0.1% 175
2023
Q3
$205K Hold
9,875
0.09% 171
2023
Q2
$217K Sell
9,875
-150
-1% -$3.3K 0.09% 177
2023
Q1
$216K Buy
10,025
+800
+9% +$17.2K 0.09% 181
2022
Q4
$209K Buy
+9,225
New +$209K 0.09% 188
2020
Q4
Sell
-700
Closed -$8K 172
2020
Q3
$8K Buy
+700
New +$8K 0.01% 408