Empirical 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 | $2.47M | Buy |
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|
2025
Q1 | $2.35M | Buy |
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|
2024
Q4 | $448K | Buy |
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|
2024
Q3 | $401K | Buy |
|
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|
2024
Q2 | $355K | Buy |
|
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|
2024
Q1 | $367K | Sell |
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|
2023
Q4 | $385K | Buy |
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|
2023
Q3 | $320K | Sell |
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|
2023
Q2 | $322K | Sell |
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|
2023
Q1 | $304K | Buy |
|
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|
2022
Q4 | $230K | Buy |
|
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $252K | Buy |
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|
2022
Q1 | $222K | Hold |
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|
2021
Q4 | $261K | Hold |
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|
2021
Q3 | $238K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $240K | Buy |
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