Cedar Mountain 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
Q2 | $901K | Buy |
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|
2025
Q1 | $896K | Buy |
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|
2024
Q4 | $832K | Buy |
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|
2024
Q3 | $789K | Buy |
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|
2024
Q2 | $722K | Sell |
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|
2024
Q1 | $752K | Buy |
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|
2023
Q4 | $755K | Buy |
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|
2023
Q3 | $657K | Sell |
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|
2023
Q2 | $619K | Buy |
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|
2023
Q1 | $547K | Buy |
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|
2022
Q4 | $500K | Buy |
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|
2022
Q3 | $538K | Buy |
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|
2022
Q2 | $531K | Buy |
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|
2022
Q1 | $580K | Buy |
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|
2021
Q4 | $680K | Buy |
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|
2021
Q3 | $620K | Sell |
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|
2021
Q2 | $603K | Sell |
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|
2021
Q1 | $821K | Buy |
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|
2020
Q4 | $822K | Buy |
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|
2020
Q3 | $708K | Buy |
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|
2020
Q2 | $676K | Buy |
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|
2020
Q1 | $508K | Buy |
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|
2019
Q4 | $662K | Buy |
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