Apollon 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 | $9.88M | Buy |
40,638
+5,848
| +17% | +$1.42M | 0.2% | 102 |
|
|
2025
Q1 | $8.44M | Buy |
34,790
+26,799
| +335% | +$6.5M | 0.19% | 108 |
|
|
2024
Q4 | $1.81M | Buy |
7,991
+602
| +8% | +$136K | 0.04% | 361 |
|
|
2024
Q3 | $1.59M | Sell |
7,389
-361
| -5% | -$77.6K | 0.04% | 357 |
|
|
2024
Q2 | $1.53M | Buy |
7,750
+1,222
| +19% | +$241K | 0.05% | 347 |
|
|
2024
Q1 | $1.34M | Buy |
6,528
+4,193
| +180% | +$859K | 0.04% | 383 |
|
|
2023
Q4 | $480K | Buy |
2,335
+118
| +5% | +$24.3K | 0.02% | 670 |
|
|
2023
Q3 | $397K | Buy |
+2,217
| New | +$397K | 0.02% | 607 |
|
|
2023
Q2 | – | Sell |
-1,452
| Closed | -$213K | – | 947 |
|
|
2023
Q1 | $213K | Sell |
1,452
-461
| -24% | -$67.6K | 0.01% | 778 |
|
|
2022
Q4 | $257K | Sell |
1,913
-1
| -0.1% | -$134 | 0.02% | 708 |
|
|
2022
Q3 | $276K | Buy |
+1,914
| New | +$276K | 0.02% | 630 |
|
|
2020
Q3 | – | Sell |
-66
| Closed | -$8K | – | 218 |
|
|
2020
Q2 | $8K | Buy |
+66
| New | +$8K | ﹤0.01% | 514 |
|