Empirical Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
10,181
+469
| +5% | +$114K | 0.06% | 206 |
|
|
2025
Q1 | $2.35M | Buy |
9,712
+7,732
| +391% | +$1.87M | 0.06% | 194 |
|
|
2024
Q4 | $448K | Buy |
1,980
+113
| +6% | +$25.5K | 0.01% | 404 |
|
|
2024
Q3 | $401K | Buy |
1,867
+64
| +4% | +$13.8K | 0.01% | 408 |
|
|
2024
Q2 | $355K | Buy |
1,803
+13
| +0.7% | +$2.56K | 0.01% | 420 |
|
|
2024
Q1 | $367K | Sell |
1,790
-82
| -4% | -$16.8K | 0.01% | 391 |
|
|
2023
Q4 | $385K | Buy |
1,872
+84
| +5% | +$17.3K | 0.01% | 355 |
|
|
2023
Q3 | $320K | Sell |
1,788
-158
| -8% | -$28.3K | 0.01% | 359 |
|
|
2023
Q2 | $322K | Sell |
1,946
-129
| -6% | -$21.4K | 0.01% | 359 |
|
|
2023
Q1 | $304K | Buy |
2,075
+362
| +21% | +$53K | 0.01% | 390 |
|
|
2022
Q4 | $230K | Buy |
1,713
+287
| +20% | +$38.5K | 0.01% | 414 |
|
|
2022
Q3 | $206K | Sell |
1,426
-341
| -19% | -$49.3K | 0.01% | 437 |
|
|
2022
Q2 | $252K | Buy |
1,767
+339
| +24% | +$48.3K | 0.01% | 408 |
|
|
2022
Q1 | $222K | Hold |
1,428
| – | – | 0.01% | 456 |
|
|
2021
Q4 | $261K | Hold |
1,428
| – | – | 0.01% | 442 |
|
|
2021
Q3 | $238K | Buy |
+1,428
| New | +$238K | 0.01% | 407 |
|
|
2018
Q4 | – | Sell |
-1,822
| Closed | -$240K | – | 200 |
|
|
2018
Q3 | $240K | Buy |
+1,822
| New | +$240K | 0.04% | 186 |
|