Ascent Wealth Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $312K | Hold |
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|
2025
Q2 | $319K | Sell |
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|
2025
Q1 | $410K | Buy |
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|
2024
Q4 | $325K | Sell |
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|
2024
Q3 | $310K | Sell |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $359K | Sell |
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|
2023
Q4 | $365K | Buy |
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|
2023
Q3 | $314K | Buy |
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|
2023
Q2 | $253K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $220K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $268K | Buy |
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|
2021
Q4 | $297K | Buy |
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|
2021
Q3 | $262K | Buy |
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|
2021
Q2 | $252K | Buy |
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|
2021
Q1 | $221K | Buy |
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|
2020
Q4 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $203K | Buy |
|