Biltmore Family Office’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 | $960K | Hold |
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|
2025
Q2 | $979K | Hold |
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|
2025
Q1 | $977K | Hold |
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|
2024
Q4 | $911K | Hold |
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|
2024
Q3 | $867K | Buy |
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|
2024
Q2 | $791K | Hold |
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|
2024
Q1 | $823K | Hold |
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|
2023
Q4 | $826K | Hold |
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|
2023
Q3 | $719K | Hold |
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|
2023
Q2 | $665K | Sell |
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|
2023
Q1 | $994K | Buy |
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|
2022
Q4 | $911K | Buy |
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|
2022
Q3 | $877K | Hold |
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|
2022
Q2 | $866K | Hold |
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|
2022
Q1 | $946K | Hold |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $669K | Hold |
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|
2021
Q2 | $648K | Hold |
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|
2021
Q1 | $615K | Hold |
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|
2020
Q4 | $615K | Hold |
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|
2020
Q3 | $530K | Hold |
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|
2020
Q2 | $507K | Hold |
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|
2020
Q1 | $381K | Hold |
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|
2019
Q4 | $496K | Hold |
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|
2019
Q3 | $500K | Hold |
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|
2019
Q2 | $513K | Hold |
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|
2019
Q1 | $417K | Hold |
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|
2018
Q4 | $387K | Hold |
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|
2018
Q3 | $530K | Hold |
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|
2018
Q2 | $462K | Hold |
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|
2018
Q1 | $440K | Hold |
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|
2017
Q4 | $364K | Buy |
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