EP Wealth Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
6,757
+785
| +13% | +$191K | 0.01% | 455 |
|
|
2025
Q1 | $1.45M | Buy |
5,972
+8
| +0.1% | +$1.94K | 0.01% | 418 |
|
|
2024
Q4 | $1.35M | Sell |
5,964
-264
| -4% | -$59.7K | 0.01% | 425 |
|
|
2024
Q3 | $1.34M | Sell |
6,228
-2,334
| -27% | -$502K | 0.01% | 432 |
|
|
2024
Q2 | $1.69M | Sell |
8,562
-811
| -9% | -$160K | 0.02% | 310 |
|
|
2024
Q1 | $1.92M | Buy |
9,373
+327
| +4% | +$67K | 0.02% | 274 |
|
|
2023
Q4 | $1.86M | Buy |
9,046
+2,765
| +44% | +$569K | 0.02% | 270 |
|
|
2023
Q3 | $1.12M | Buy |
6,281
+4,766
| +315% | +$853K | 0.02% | 309 |
|
|
2023
Q2 | $681K | Sell |
1,515
-10,844
| -88% | -$4.87M | 0.01% | 403 |
|
|
2023
Q1 | $469K | Buy |
12,359
+10,757
| +671% | +$408K | 0.01% | 414 |
|
|
2022
Q4 | $215K | Buy |
+1,602
| New | +$215K | ﹤0.01% | 536 |
|