Moran Wealth Management’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-121,082
| Closed | -$7.83M | – | 440 |
|
|
2024
Q4 | $7.83M | Sell |
121,082
-7,954
| -6% | -$514K | 0.25% | 119 |
|
|
2024
Q3 | $10.8M | Sell |
129,036
-79,968
| -38% | -$6.7M | 0.33% | 100 |
|
|
2024
Q2 | $15.2M | Buy |
209,004
+1,309
| +0.6% | +$95.3K | 0.5% | 67 |
|
|
2024
Q1 | $20M | Buy |
207,695
+493
| +0.2% | +$47.6K | 0.65% | 44 |
|
|
2023
Q4 | $20M | Sell |
207,202
-9,153
| -4% | -$886K | 0.71% | 37 |
|
|
2023
Q3 | $17.1M | Sell |
216,355
-913
| -0.4% | -$72.1K | 0.66% | 46 |
|
|
2023
Q2 | $18.8M | Buy |
217,268
+2,015
| +0.9% | +$175K | 0.71% | 42 |
|
|
2023
Q1 | $17.7M | Buy |
215,253
+42,607
| +25% | +$3.49M | 0.67% | 49 |
|
|
2022
Q4 | $12.4M | Buy |
+172,646
| New | +$12.4M | 0.47% | 72 |
|