Atlas Brown’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Hold |
1,358
| – | – | 0.11% | 173 |
|
|
2025
Q1 | $329K | Hold |
1,358
| – | – | 0.12% | 166 |
|
|
2024
Q4 | $307K | Buy |
1,358
+1
| +0.1% | +$226 | 0.11% | 165 |
|
|
2024
Q3 | $292K | Buy |
1,357
+1
| +0.1% | +$215 | 0.1% | 170 |
|
|
2024
Q2 | $267K | Buy |
1,356
+3
| +0.2% | +$591 | 0.1% | 173 |
|
|
2024
Q1 | $277K | Buy |
1,353
+1
| +0.1% | +$205 | 0.1% | 170 |
|
|
2023
Q4 | $278K | Hold |
1,352
| – | – | 0.12% | 157 |
|
|
2023
Q3 | $242K | Hold |
1,352
| – | – | 0.11% | 159 |
|
|
2023
Q2 | $224K | Buy |
+1,352
| New | +$224K | 0.1% | 173 |
|
|
2022
Q2 | – | Sell |
-1,350
| Closed | -$210K | – | 176 |
|
|
2022
Q1 | $210K | Hold |
1,350
| – | – | 0.09% | 173 |
|
|
2021
Q4 | $247K | Hold |
1,350
| – | – | 0.1% | 166 |
|
|
2021
Q3 | $225K | Hold |
1,350
| – | – | 0.1% | 164 |
|
|
2021
Q2 | $218K | Hold |
1,350
| – | – | 0.09% | 168 |
|
|
2021
Q1 | $207K | Hold |
1,350
| – | – | 0.1% | 165 |
|
|
2020
Q4 | $207K | Buy |
+1,350
| New | +$207K | 0.11% | 156 |
|
|
2018
Q3 | – | Sell |
-2,650
| Closed | -$311K | – | 145 |
|
|
2018
Q2 | $311K | Hold |
2,650
| – | – | 0.07% | 118 |
|
|
2018
Q1 | $291K | Hold |
2,650
| – | – | 0.05% | 122 |
|
|
2017
Q4 | $255K | Sell |
2,650
-102
| -4% | -$9.82K | 0.05% | 127 |
|
|
2017
Q3 | $222K | Buy |
+2,752
| New | +$222K | 0.05% | 124 |
|