Number of Shares
13,311
Holding current value
$0
% of portfolio
0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

BUY
N/A
13,311 New
13,311 $0
Q3 2024

Nov 04, 2024

SELL
N/A
-252 Reduced 4.52%
5,322 $0
Q2 2024

Aug 09, 2024

BUY
N/A
81 Added 1.47%
5,574 $0
Q1 2024

May 15, 2024

SELL
N/A
-185 Reduced 3.26%
5,493 $0
Q4 2023

Feb 14, 2024

SELL
N/A
-165 Reduced 2.82%
5,678 $0
Q2 2023

Aug 08, 2023

BUY
N/A
90 Added 1.56%
5,843 $0
Q4 2022

Feb 14, 2023

BUY
N/A
5,753 New
5,753 $0
Track This Portfolio

Track Bradley Foster & Sargent Inc Portfolio

Follow Bradley Foster & Sargent Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bradley Foster & Sargent Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bradley Foster & Sargent Inc with notifications on news.