Number of Shares
3,484
Previous 3,529 1.28%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
N/A
-45 Reduced 1.28%
3,484 $0
Q2 2024

Aug 09, 2024

SELL
N/A
-336 Reduced 8.69%
3,529 $0
Q1 2024

May 15, 2024

SELL
N/A
-83 Reduced 2.1%
3,865 $0
Q4 2023

Feb 14, 2024

SELL
N/A
-53 Reduced 1.32%
3,948 $0
Q1 2023

May 08, 2023

BUY
N/A
35 Added 0.88%
4,001 $0
Q4 2022

Feb 14, 2023

SELL
N/A
-157 Reduced 3.81%
3,966 $0
Q3 2022

Nov 14, 2022

BUY
N/A
4,123 New
4,123 $447,000
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.