Number of Shares
19,774
Previous 20,316 2.67%
Holding current value
$474 Million
Previous $434 Million 9.32%
% of portfolio
0.2%
Previous 0.17%

Shares

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

May 12, 2025

SELL
N/A
-542 Reduced 2.67%
19,774 $474 Million
Q4 2024

Feb 04, 2025

SELL
N/A
-4,036 Reduced 16.57%
20,316 $434 Million
Q3 2024

Nov 15, 2024

SELL
N/A
-12,814 Reduced 34.48%
24,352 $563 Million
Q2 2024

Aug 30, 2024

BUY
N/A
37,166 New
37,166 $676 Million
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.