Congress Wealth 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
Q2 | $19.8M | Sell |
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|
2025
Q1 | $20M | Buy |
|
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|
2024
Q4 | $17.5M | Buy |
|
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|
2024
Q3 | $15.9M | Sell |
|
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|
2024
Q2 | $14.6M | Sell |
|
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|
2024
Q1 | $15.2M | Sell |
|
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|
2023
Q4 | $15.9M | Buy |
|
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|
2023
Q3 | $13.8M | Buy |
|
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|
2023
Q2 | $12.5M | Sell |
|
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|
2023
Q1 | $11.3M | Buy |
|
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|
2022
Q4 | $9.83M | Buy |
|
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|
2022
Q3 | $10.3M | Buy |
|
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|
2022
Q2 | $9.98M | Buy |
|
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|
2022
Q1 | $10.9M | Buy |
|
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|
2021
Q4 | $12.6M | Buy |
|