Axxcess 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 | $6.51M | Buy |
26,786
+511
| +2% | +$124K | 0.15% | 118 |
|
|
2025
Q1 | $6.37M | Buy |
26,275
+281
| +1% | +$68.1K | 0.17% | 115 |
|
|
2024
Q4 | $5.88M | Buy |
25,994
+58
| +0.2% | +$13.1K | 0.14% | 126 |
|
|
2024
Q3 | $5.58M | Buy |
25,936
+1,275
| +5% | +$274K | 0.14% | 126 |
|
|
2024
Q2 | $4.86M | Buy |
24,661
+1,533
| +7% | +$302K | 0.13% | 136 |
|
|
2024
Q1 | $4.74M | Buy |
23,128
+903
| +4% | +$185K | 0.13% | 132 |
|
|
2023
Q4 | $4.57M | Buy |
+22,225
| New | +$4.57M | 0.13% | 133 |
|