Number of Shares
130,636
Previous 169,927 23.12%
Holding current value
$6.41 Billion
Previous $8.17 Billion 21.6%
% of portfolio
2.64%
Previous 3.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025

SELL
N/A
-39,291 Reduced 23.12%
130,636 $6.41 Billion
Q4 2024

Feb 04, 2025

BUY
N/A
76,411 Added 81.71%
169,927 $8.17 Billion
Q3 2024

Nov 15, 2024

SELL
N/A
-52,179 Reduced 35.81%
93,516 $4.71 Billion
Q2 2024

Aug 30, 2024

BUY
N/A
145,695 New
145,695 $7.03 Billion
Track This Portfolio

Track Brown Financial Advisors Portfolio

Follow Brown Financial Advisors 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 Brown Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Brown Financial Advisors with notifications on news.