WMG Financial Advisors’s Brandywine Realty Trust BDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
84,000
+5,000
| +6% | +$21.5K | 0.13% | 108 |
|
|
2025
Q1 | $352K | Hold |
79,000
| – | – | 0.15% | 96 |
|
|
2024
Q4 | $442K | Hold |
79,000
| – | – | 0.19% | 79 |
|
|
2024
Q3 | $430K | Hold |
79,000
| – | – | 0.19% | 76 |
|
|
2024
Q2 | $354K | Sell |
79,000
-12,000
| -13% | -$53.8K | 0.19% | 79 |
|
|
2024
Q1 | $437K | Hold |
91,000
| – | – | 0.25% | 71 |
|
|
2023
Q4 | $491K | Buy |
91,000
+20,500
| +29% | +$111K | 0.32% | 61 |
|
|
2023
Q3 | $320K | Buy |
70,500
+2,500
| +4% | +$11.4K | 0.27% | 68 |
|
|
2023
Q2 | $316K | Buy |
+68,000
| New | +$316K | 0.23% | 78 |
|