Aberdeen Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Hold |
1,939
| – | – | 0.31% | 87 |
|
|
2025
Q1 | $470K | Hold |
1,939
| – | – | 0.32% | 86 |
|
|
2024
Q4 | $438K | Sell |
1,939
-130
| -6% | -$29.4K | 0.3% | 90 |
|
|
2024
Q3 | $445K | Hold |
2,069
| – | – | 0.29% | 95 |
|
|
2024
Q2 | $408K | Hold |
2,069
| – | – | 0.28% | 98 |
|
|
2024
Q1 | $424K | Hold |
2,069
| – | – | 0.25% | 103 |
|
|
2023
Q4 | $426K | Hold |
2,069
| – | – | 0.31% | 96 |
|
|
2023
Q3 | $370K | Hold |
2,069
| – | – | 0.28% | 102 |
|
|
2023
Q2 | $343K | Hold |
2,069
| – | – | 0.25% | 107 |
|
|
2023
Q1 | $303K | Sell |
2,069
-125
| -6% | -$18.3K | 0.23% | 111 |
|
|
2022
Q4 | $294K | Hold |
2,194
| – | – | 0.22% | 116 |
|
|
2022
Q3 | $317K | Hold |
2,194
| – | – | 0.28% | 100 |
|
|
2022
Q2 | $313K | Hold |
2,194
| – | – | 0.25% | 106 |
|
|
2022
Q1 | $342K | Hold |
2,194
| – | – | 0.23% | 112 |
|
|
2021
Q4 | $401K | Hold |
2,194
| – | – | 0.26% | 97 |
|
|
2021
Q3 | $366K | Hold |
2,194
| – | – | 0.35% | 94 |
|
|
2021
Q2 | $354K | Hold |
2,194
| – | – | 0.33% | 97 |
|
|
2021
Q1 | $336K | Hold |
2,194
| – | – | 0.27% | 106 |
|
|
2020
Q4 | $336K | Hold |
2,194
| – | – | 0.25% | 104 |
|
|
2020
Q3 | $290K | Hold |
2,194
| – | – | 0.28% | 102 |
|
|
2020
Q2 | $277K | Hold |
2,194
| – | – | 0.3% | 96 |
|
|
2020
Q1 | $208K | Hold |
2,194
| – | – | 0.25% | 109 |
|
|
2019
Q4 | $271K | Buy |
+2,194
| New | +$271K | 0.2% | 115 |
|