Ashton Thomas Private Wealth’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
6,048
+2,134
| +55% | +$520K | 0.05% | 335 |
|
|
2025
Q1 | $952K | Sell |
3,914
-6
| -0.2% | -$1.46K | 0.04% | 391 |
|
|
2024
Q4 | $890K | Buy |
3,920
+829
| +27% | +$188K | 0.03% | 406 |
|
|
2024
Q3 | $665K | Buy |
3,091
+371
| +14% | +$79.8K | 0.04% | 396 |
|
|
2024
Q2 | $536K | Sell |
2,720
-581
| -18% | -$114K | 0.03% | 402 |
|
|
2024
Q1 | $676K | Buy |
3,301
+309
| +10% | +$63.3K | 0.04% | 366 |
|
|
2023
Q4 | $616K | Buy |
2,992
+8
| +0.3% | +$1.65K | 0.04% | 378 |
|
|
2023
Q3 | $534K | Buy |
2,984
+635
| +27% | +$114K | 0.04% | 385 |
|
|
2023
Q2 | $389K | Buy |
+2,349
| New | +$389K | 0.03% | 436 |
|