Brady Family Wealth’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.62M | Sell |
27,240
-473
| -2% | -$115K | 2.05% | 13 |
|
|
2025
Q1 | $6.72M | Buy |
27,713
+100
| +0.4% | +$24.2K | 2.15% | 12 |
|
|
2024
Q4 | $6.24M | Sell |
27,613
-961
| -3% | -$217K | 1.92% | 13 |
|
|
2024
Q3 | $6.14M | Sell |
28,574
-482
| -2% | -$104K | 1.84% | 17 |
|
|
2024
Q2 | $5.72M | Buy |
29,056
+152
| +0.5% | +$29.9K | 1.85% | 17 |
|
|
2024
Q1 | $5.92M | Sell |
28,904
-370
| -1% | -$75.8K | 1.92% | 13 |
|
|
2023
Q4 | $6.02M | Sell |
29,274
-144
| -0.5% | -$29.6K | 2.06% | 12 |
|
|
2023
Q3 | $5.27M | Sell |
29,418
-728
| -2% | -$130K | 2.04% | 13 |
|
|
2023
Q2 | $4.99M | Buy |
30,146
+265
| +0.9% | +$43.9K | 1.86% | 12 |
|
|
2023
Q1 | $4.38M | Buy |
29,881
+1,932
| +7% | +$283K | 1.73% | 16 |
|
|
2022
Q4 | $3.75M | Buy |
+27,949
| New | +$3.75M | 1.55% | 23 |
|