Aprio 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	$266K	Buy	1,093 +59	+6%	+$14.3K	0.03%	325
2025 Q1	$251K	Sell	1,034 -12	-1%	-$2.91K	0.03%	307
2024 Q4	$236K	Buy	+1,046	New	+$236K	0.03%	267