Arkadios Wealth Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $295K | Sell |
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|
2025
Q4 | $581K | Sell |
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|
2025
Q3 | $680K | Buy |
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|
2025
Q2 | $418K | Buy |
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|
2025
Q1 | $244K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $47K | Sell |
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|
2021
Q2 | $55K | Buy |
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|
2021
Q1 | $15K | Sell |
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|
2020
Q4 | $15K | Sell |
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|
2020
Q3 | $49.8K | Sell |
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|
2020
Q2 | $44.4K | Buy |
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