AI
AdvisorShares Investments’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.79M | Buy |
32,034
+754
| +2% | +$183K | 1.4% | 15 |
|
|
2025
Q1 | $7.65M | Sell |
31,280
-2,340
| -7% | -$573K | 1.5% | 13 |
|
|
2024
Q4 | $7.6M | Buy |
33,620
+4,394
| +15% | +$993K | 1.47% | 6 |
|
|
2024
Q3 | $6.28M | Buy |
29,226
+464
| +2% | +$99.8K | 1.2% | 21 |
|
|
2024
Q2 | $5.65M | Buy |
28,762
+1,972
| +7% | +$388K | 0.98% | 24 |
|
|
2024
Q1 | $5.49M | Buy |
26,790
+9,860
| +58% | +$2.02M | 0.92% | 29 |
|
|
2023
Q4 | $3.48M | Sell |
16,930
-2,446
| -13% | -$503K | 0.82% | 10 |
|
|
2023
Q3 | $3.47M | Buy |
19,376
+1,120
| +6% | +$201K | 0.93% | 11 |
|
|
2023
Q2 | $3.02M | Buy |
18,256
+4,480
| +33% | +$742K | 0.87% | 14 |
|
|
2023
Q1 | $2.02M | Buy |
13,776
+4,200
| +44% | +$616K | 0.63% | 19 |
|
|
2022
Q4 | $1.28M | Buy |
9,576
+1,947
| +26% | +$261K | 0.36% | 32 |
|
|
2022
Q3 | $1.1M | Hold |
7,629
| – | – | 0.3% | 30 |
|
|
2022
Q2 | $1.09M | Sell |
7,629
-114
| -1% | -$16.3K | 0.3% | 33 |
|
|
2022
Q1 | $1.21M | Buy |
7,743
+653
| +9% | +$102K | 0.2% | 43 |
|
|
2021
Q4 | $1.3M | Buy |
7,090
+123
| +2% | +$22.5K | 0.16% | 79 |
|
|
2021
Q3 | $1.16M | Hold |
6,967
| – | – | 0.18% | 76 |
|
|
2021
Q2 | $1.13M | Buy |
6,967
+392
| +6% | +$63.3K | 0.15% | 82 |
|
|
2021
Q1 | $1.01M | Buy |
6,575
+393
| +6% | +$60.2K | 0.13% | 87 |
|
|
2020
Q4 | $947K | Sell |
6,182
-201
| -3% | -$30.8K | 0.22% | 76 |
|
|
2020
Q3 | $843 | Sell |
6,383
-304
| -5% | -$40 | 0.04% | 76 |
|
|
2020
Q2 | $844K | Sell |
6,687
-304
| -4% | -$38.4K | 0.36% | 69 |
|
|
2020
Q1 | $663K | Buy |
6,991
+304
| +5% | +$28.8K | 0.58% | 41 |
|
|
2019
Q4 | $826K | Buy |
+6,687
| New | +$826K | 0.51% | 27 |
|