Beaumont Financial Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,938
| Closed | -$700K | – | 376 |
|
|
2025
Q3 | $700K | Buy |
2,938
+2
| +0.1% | +$498 | 0.05% | 201 |
|
|
2025
Q2 | $714K | Sell |
2,936
-1
| -0% | -$238 | 0.05% | 187 |
|
|
2025
Q1 | $712K | Buy |
2,937
+8
| +0.3% | +$1.88K | 0.06% | 181 |
|
|
2024
Q4 | $662K | Hold |
2,929
| – | – | 0.05% | 190 |
|
|
2024
Q3 | $630K | Hold |
2,929
| – | – | 0.05% | 189 |
|
|
2024
Q2 | $577K | Buy |
2,929
+1
| +0% | +$198 | 0.05% | 200 |
|
|
2024
Q1 | $600K | Hold |
2,928
| – | – | 0.05% | 188 |
|
|
2023
Q4 | $602K | Buy |
2,928
+11
| +0.4% | +$2.03K | 0.05% | 177 |
|
|
2023
Q3 | $522K | Buy |
2,917
+6
| +0.2% | +$1.06K | 0.05% | 174 |
|
|
2023
Q2 | $482K | Buy |
2,911
+17
| +0.6% | +$2.57K | 0.04% | 193 |
|
|
2023
Q1 | $424K | Buy |
2,894
+19
| +0.7% | +$2.72K | 0.04% | 189 |
|
|
2022
Q4 | $386K | Sell |
2,875
-8
| -0.3% | -$1.14K | 0.04% | 203 |
|
|
2022
Q3 | $416K | Hold |
2,883
| – | – | 0.04% | 191 |
|
|
2022
Q2 | $411K | Sell |
2,883
-153
| -5% | -$22.2K | 0.04% | 197 |
|
|
2022
Q1 | $473K | Buy |
3,036
+145
| +5% | +$22.2K | 0.04% | 216 |
|
|
2021
Q4 | $529K | Hold |
2,891
| – | – | 0.04% | 203 |
|
|
2021
Q3 | $482K | Hold |
2,891
| – | – | 0.04% | 205 |
|
|
2021
Q2 | $467K | Hold |
2,891
| – | – | 0.04% | 219 |
|
|
2021
Q1 | $443K | Buy |
2,891
+3
| +0.1% | +$443 | 0.04% | 210 |
|
|
2020
Q4 | $442K | Sell |
2,888
-83
| -3% | -$12K | 0.04% | 214 |
|
|
2020
Q3 | $392K | Buy |
2,971
+13
| +0.4% | +$1.74K | 0.04% | 222 |
|
|
2020
Q2 | $373K | Sell |
2,958
-20
| -0.7% | -$2.32K | 0.04% | 207 |
|
|
2020
Q1 | $282K | Sell |
2,978
-47
| -2% | -$5.36K | 0.04% | 196 |
|
|
2019
Q4 | $374K | Buy |
3,025
+16
| +0.5% | +$1.96K | 0.04% | 204 |
|
|
2019
Q3 | $374K | Hold |
3,009
| – | – | 0.04% | 192 |
|
|
2019
Q2 | $384K | Buy |
3,009
+556
| +23% | +$67K | 0.04% | 173 |
|
|
2019
Q1 | $254K | Sell |
2,453
-543
| -18% | -$54.5K | 0.03% | 202 |
|
|
2018
Q4 | $288K | Sell |
2,996
-350
| -10% | -$37.9K | 0.05% | 157 |
|
|
2018
Q3 | $442K | Buy |
+3,346
| New | +$425K | 0.04% | 157 |
|
Other funds holding BR
