Aberdeen Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
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|
2025
Q4 | $433K | Hold |
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|
2025
Q3 | $462K | Hold |
|
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|
2025
Q2 | $471K | Hold |
|
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|
2025
Q1 | $470K | Hold |
|
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|
2024
Q4 | $438K | Sell |
|
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|
2024
Q3 | $445K | Hold |
|
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|
2024
Q2 | $408K | Hold |
|
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|
2024
Q1 | $424K | Hold |
|
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|
2023
Q4 | $426K | Hold |
|
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|
2023
Q3 | $370K | Hold |
|
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|
2023
Q2 | $343K | Hold |
|
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|
2023
Q1 | $303K | Sell |
|
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|
2022
Q4 | $294K | Hold |
|
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|
2022
Q3 | $317K | Hold |
|
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|
2022
Q2 | $313K | Hold |
|
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|
2022
Q1 | $342K | Hold |
|
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|
2021
Q4 | $401K | Hold |
|
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|
2021
Q3 | $366K | Hold |
|
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|
2021
Q2 | $354K | Hold |
|
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|
2021
Q1 | $336K | Hold |
|
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|
2020
Q4 | $336K | Hold |
|
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|
2020
Q3 | $290K | Hold |
|
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|
2020
Q2 | $277K | Hold |
|
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|
2020
Q1 | $208K | Hold |
|
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|
2019
Q4 | $271K | Buy |
|