Atticus Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9K | Hold |
90
| – | – | 0.01% | 405 |
|
|
2025
Q1 | $21.8K | Hold |
90
| – | – | 0.01% | 312 |
|
|
2024
Q4 | $20.3K | Hold |
90
| – | – | 0.01% | 328 |
|
|
2024
Q3 | $19.4K | Sell |
90
-5
| -5% | -$1.08K | 0.01% | 333 |
|
|
2024
Q2 | $18.7K | Hold |
95
| – | – | 0.01% | 317 |
|
|
2024
Q1 | $19.5K | Hold |
95
| – | – | 0.01% | 327 |
|
|
2023
Q4 | $19.5K | Hold |
95
| – | – | 0.01% | 332 |
|
|
2023
Q3 | $17K | Hold |
95
| – | – | 0.01% | 345 |
|
|
2023
Q2 | $15.7K | Hold |
95
| – | – | 0.01% | 357 |
|
|
2023
Q1 | $13.9K | Hold |
95
| – | – | 0.01% | 356 |
|
|
2022
Q4 | $12.7K | Hold |
95
| – | – | 0.01% | 370 |
|
|
2022
Q3 | $14K | Hold |
95
| – | – | 0.01% | 352 |
|
|
2022
Q2 | $14K | Hold |
95
| – | – | 0.01% | 382 |
|
|
2022
Q1 | $15K | Hold |
95
| – | – | 0.01% | 363 |
|
|
2021
Q4 | $17K | Buy |
+95
| New | +$17K | 0.01% | 316 |
|