Annis Gardner Whiting Capital Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5K | Buy |
47
+11
| +31% | +$2.68K | ﹤0.01% | 687 |
|
|
2025
Q1 | $8.76K | Hold |
36
| – | – | ﹤0.01% | 563 |
|
|
2024
Q4 | $8.17K | Hold |
36
| – | – | ﹤0.01% | 562 |
|
|
2024
Q3 | $7.8K | Sell |
36
-34
| -49% | -$7.37K | ﹤0.01% | 582 |
|
|
2024
Q2 | $13.8K | Sell |
70
-5
| -7% | -$989 | ﹤0.01% | 639 |
|
|
2024
Q1 | $15.4K | Buy |
75
+24
| +47% | +$4.93K | 0.01% | 610 |
|
|
2023
Q4 | $10.5K | Buy |
51
+15
| +42% | +$3.1K | ﹤0.01% | 472 |
|
|
2023
Q3 | $6.48K | Buy |
+36
| New | +$6.48K | ﹤0.01% | 502 |
|