Fiduciary Family Office’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$688K	Sell	2,831 -93	-3%	-$22.6K	0.23%	92
2025 Q1	$709K	Buy	+2,924	New	+$709K	0.24%	94
2024 Q4	–	Sell	-2,489	Closed	-$535K	–	86
2024 Q3	$535K	Buy	+2,489	New	+$535K	0.18%	124