Atria Wealth Solutions’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
942
-205
| -18% | -$50K | 0.01% | 1298 |
|
|
2025
Q1 | $279K | Sell |
1,147
-112
| -9% | -$27.3K | ﹤0.01% | 1501 |
|
|
2024
Q4 | $286K | Sell |
1,259
-1,264
| -50% | -$287K | ﹤0.01% | 1556 |
|
|
2024
Q3 | $545K | Sell |
2,523
-386
| -13% | -$83.3K | 0.01% | 1199 |
|
|
2024
Q2 | $575K | Sell |
2,909
-307
| -10% | -$60.7K | 0.01% | 1160 |
|
|
2024
Q1 | $661K | Sell |
3,216
-318
| -9% | -$65.4K | 0.01% | 1109 |
|
|
2023
Q4 | $730K | Buy |
3,534
+1,958
| +124% | +$404K | 0.01% | 1007 |
|
|
2023
Q3 | $283K | Buy |
1,576
+91
| +6% | +$16.4K | ﹤0.01% | 1444 |
|
|
2023
Q2 | $247K | Buy |
1,485
+77
| +5% | +$12.8K | ﹤0.01% | 1554 |
|
|
2023
Q1 | $207K | Buy |
+1,408
| New | +$207K | ﹤0.01% | 1646 |
|