Belpointe Asset 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 | $442K | Buy |
1,817
+101
| +6% | +$24.5K | 0.02% | 617 |
|
|
2025
Q1 | $416K | Buy |
1,716
+30
| +2% | +$7.28K | 0.02% | 616 |
|
|
2024
Q4 | $359K | Sell |
1,686
-14
| -0.8% | -$2.98K | 0.02% | 595 |
|
|
2024
Q3 | $366K | Buy |
1,700
+444
| +35% | +$95.5K | 0.02% | 595 |
|
|
2024
Q2 | $248K | Buy |
1,256
+38
| +3% | +$7.49K | 0.02% | 653 |
|
|
2024
Q1 | $250K | Buy |
+1,218
| New | +$250K | 0.02% | 668 |
|
|
2023
Q2 | – | Sell |
-800
| Closed | -$117K | – | 931 |
|
|
2023
Q1 | $117K | Sell |
800
-33
| -4% | -$4.84K | 0.01% | 1219 |
|
|
2022
Q4 | $112K | Buy |
+833
| New | +$112K | 0.01% | 1183 |
|
|
2018
Q4 | – | Sell |
-3,865
| Closed | -$510K | – | 508 |
|
|
2018
Q3 | $510K | Buy |
+3,865
| New | +$510K | 0.08% | 257 |
|