AMM
American Money Management’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.66M | Buy |
35,638
+1,735
| +5% | +$422K | 1.53% | 23 |
|
|
2025
Q1 | $8.22M | Sell |
33,903
-211
| -0.6% | -$51.2K | 1.56% | 22 |
|
|
2024
Q4 | $7.71M | Buy |
34,114
+121
| +0.4% | +$27.4K | 1.5% | 21 |
|
|
2024
Q3 | $7.31M | Sell |
33,993
-172
| -0.5% | -$37K | 1.46% | 22 |
|
|
2024
Q2 | $6.73M | Sell |
34,165
-1,353
| -4% | -$267K | 1.44% | 23 |
|
|
2024
Q1 | $7.28M | Sell |
35,518
-49
| -0.1% | -$10K | 1.52% | 21 |
|
|
2023
Q4 | $7.32M | Sell |
35,567
-163
| -0.5% | -$33.5K | 1.65% | 19 |
|
|
2023
Q3 | $6.4M | Sell |
35,730
-198
| -0.6% | -$35.5K | 1.63% | 19 |
|
|
2023
Q2 | $5.95M | Buy |
35,928
+3,136
| +10% | +$519K | 1.48% | 19 |
|
|
2023
Q1 | $4.81M | Buy |
32,792
+39
| +0.1% | +$5.72K | 1.28% | 29 |
|
|
2022
Q4 | $4.39M | Sell |
32,753
-162
| -0.5% | -$21.7K | 1.25% | 33 |
|
|
2022
Q3 | $4.75M | Sell |
32,915
-1,369
| -4% | -$198K | 1.45% | 24 |
|
|
2022
Q2 | $4.89M | Buy |
34,284
+1,585
| +5% | +$226K | 1.42% | 26 |
|
|
2022
Q1 | $5.09M | Buy |
32,699
+9,999
| +44% | +$1.56M | 1.35% | 31 |
|
|
2021
Q4 | $4.15M | Sell |
22,700
-269
| -1% | -$49.2K | 1.08% | 37 |
|
|
2021
Q3 | $3.83M | Sell |
22,969
-291
| -1% | -$48.5K | 1.08% | 38 |
|
|
2021
Q2 | $3.76M | Buy |
23,260
+557
| +2% | +$90K | 1.27% | 37 |
|
|
2021
Q1 | $3.48M | Sell |
22,703
-474
| -2% | -$72.6K | 1.29% | 37 |
|
|
2020
Q4 | $3.55M | Sell |
23,177
-94
| -0.4% | -$14.4K | 1.39% | 33 |
|
|
2020
Q3 | $3.07M | Sell |
23,271
-1,930
| -8% | -$255K | 1.39% | 34 |
|
|
2020
Q2 | $3.18M | Sell |
25,201
-134
| -0.5% | -$16.9K | 1.48% | 33 |
|
|
2020
Q1 | $2.4M | Buy |
+25,335
| New | +$2.4M | 1.35% | 37 |
|