Adero Partners’s Broadridge BR Stock Holding History

Adero Partners’s Portfolio BR Stock Details BR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$450K	Buy
2024 Q4	$415K	Buy
2024 Q3	$385K	Buy
2024 Q2	$344K	Buy
2024 Q1	$356K	Hold
2023 Q4	$357K	Buy
2023 Q3	$310K	Buy
2023 Q2	$286K	Hold
2023 Q1	$253K	Buy
2022 Q3	–	Sell
2022 Q2	$202K	Buy