Sequoia Financial Advisors’s MasterBrand MBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,090
Closed -$145K 1586
2025
Q1
$145K Sell
11,090
-903
-8% -$11.8K ﹤0.01% 1288
2024
Q4
$175K Sell
11,993
-1,283
-10% -$18.7K ﹤0.01% 1238
2024
Q3
$246K Buy
13,276
+83
+0.6% +$1.54K ﹤0.01% 1069
2024
Q2
$194K Buy
13,193
+93
+0.7% +$1.37K ﹤0.01% 1106
2024
Q1
$245K Buy
13,100
+442
+3% +$8.28K ﹤0.01% 949
2023
Q4
$188K Buy
12,658
+2,310
+22% +$34.3K ﹤0.01% 1111
2023
Q3
$126K Sell
10,348
-211
-2% -$2.56K ﹤0.01% 899
2023
Q2
$123K Buy
+10,559
New +$123K ﹤0.01% 905