Belpointe Asset Management’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 | $358K | Sell |
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|
2025
Q2 | $442K | Buy |
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|
2025
Q1 | $416K | Buy |
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|
2024
Q4 | $359K | Sell |
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|
2024
Q3 | $366K | Buy |
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|
2024
Q2 | $248K | Buy |
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|
2024
Q1 | $250K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $117K | Sell |
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|
2022
Q4 | $112K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $510K | Buy |
|