SWM
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Shelton Wealth Management’s Braze BRZE Stock Holding History

Shelton Wealth Management’s Portfolio BRZE Stock Details BRZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,500
Closed -$211K – 160
2025
Q2 		$211K Buy
+7,500
New +$237K 0.1% 121

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Geode Capital Management
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State Street
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