Steward Partners Investment Advisory’s MasterBrand MBC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$53.5K	Buy	6,440 +770	+14%	+$8.32K	﹤0.01%	2743
2025 Q4	$62.6K	Hold	5,670	–	–	﹤0.01%	2554
2025 Q3	$74.7K	Buy	5,670 +168	+3%	+$2.08K	﹤0.01%	2411
2025 Q2	$60.1K	Sell	5,502 -175	-3%	-$1.94K	﹤0.01%	2387
2025 Q1	$74.1K	Buy	5,677 +3,916	+222%	+$59.5K	﹤0.01%	2189
2024 Q4	$25.7K	Hold	1,761	–	–	﹤0.01%	2666
2024 Q3	$32.6K	Buy	1,761 +319	+22%	+$5.2K	﹤0.01%	2441
2024 Q2	$21.2K	Sell	1,442 -30	-2%	-$497	﹤0.01%	2512
2024 Q1	$27.6K	Buy	1,472 +45	+3%	+$713	﹤0.01%	2375
2023 Q4	$21.2K	Buy	1,427 +17	+1%	+$218	﹤0.01%	2379
2023 Q3	$17.1K	Hold	1,410	–	–	﹤0.01%	2389
2023 Q2	$16.4K	Sell	1,410 -3	-0.2%	-$29	﹤0.01%	2379
2023 Q1	$11.4K	Hold	1,413	–	–	﹤0.01%	2498
2022 Q4	$10.7K	Buy	+1,413	New	+$11.6K	﹤0.01%	2511