Wellspring Financial Advisors’s BRC Inc BRCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.9K | Hold |
19,772
| – | – | ﹤0.01% | 180 |
|
|
2025
Q1 | $41.3K | Hold |
19,772
| – | – | ﹤0.01% | 138 |
|
|
2024
Q4 | $62.7K | Hold |
19,772
| – | – | 0.01% | 145 |
|
|
2024
Q3 | $67.6K | Hold |
19,772
| – | – | 0.01% | 163 |
|
|
2024
Q2 | $121K | Hold |
19,772
| – | – | 0.02% | 148 |
|
|
2024
Q1 | $84.6K | Hold |
19,772
| – | – | 0.01% | 139 |
|
|
2023
Q4 | $71.8K | Hold |
19,772
| – | – | 0.02% | 135 |
|
|
2023
Q3 | $71K | Hold |
19,772
| – | – | 0.02% | 122 |
|
|
2023
Q2 | $102K | Hold |
19,772
| – | – | 0.03% | 115 |
|
|
2023
Q1 | $102K | Hold |
19,772
| – | – | 0.03% | 122 |
|
|
2022
Q4 | $121K | Hold |
19,772
| – | – | 0.04% | 123 |
|
|
2022
Q3 | $153K | Sell |
19,772
-22,119
| -53% | -$171K | 0.06% | 89 |
|
|
2022
Q2 | $342K | Buy |
+41,891
| New | +$342K | 0.12% | 60 |
|