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
Q3 | $700K | Buy |
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|
2025
Q2 | $714K | Sell |
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|
2025
Q1 | $712K | Buy |
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|
2024
Q4 | $662K | Hold |
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|
2024
Q3 | $630K | Hold |
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|
2024
Q2 | $577K | Buy |
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|
2024
Q1 | $600K | Hold |
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|
2023
Q4 | $602K | Buy |
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|
2023
Q3 | $522K | Buy |
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|
2023
Q2 | $482K | Buy |
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|
2023
Q1 | $424K | Buy |
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|
2022
Q4 | $386K | Sell |
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|
2022
Q3 | $416K | Hold |
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|
2022
Q2 | $411K | Sell |
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|
2022
Q1 | $473K | Buy |
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|
2021
Q4 | $529K | Hold |
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|
2021
Q3 | $482K | Hold |
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|
2021
Q2 | $467K | Hold |
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|
2021
Q1 | $443K | Buy |
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|
2020
Q4 | $442K | Sell |
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|
2020
Q3 | $392K | Buy |
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|
2020
Q2 | $373K | Sell |
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|
2020
Q1 | $282K | Sell |
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|
2019
Q4 | $374K | Buy |
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|
2019
Q3 | $374K | Hold |
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|
2019
Q2 | $384K | Buy |
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|
2019
Q1 | $254K | Sell |
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|
2018
Q4 | $288K | Sell |
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|
2018
Q3 | $442K | Buy |
|