FP
Fiduciary Planning’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,038
| Closed | -$252K | – | 78 |
|
|
2025
Q1 | $252K | Buy |
1,038
+4
| +0.4% | +$970 | 0.08% | 66 |
|
|
2024
Q4 | $234K | Buy |
1,034
+3
| +0.3% | +$678 | 0.08% | 70 |
|
|
2024
Q3 | $222K | Sell |
1,031
-16
| -2% | -$3.44K | 0.08% | 59 |
|
|
2024
Q2 | $206K | Sell |
1,047
-6
| -0.6% | -$1.18K | 0.07% | 60 |
|
|
2024
Q1 | $216K | Sell |
1,053
-19
| -2% | -$3.89K | 0.08% | 53 |
|
|
2023
Q4 | $220K | Sell |
1,072
-3,840
| -78% | -$790K | 0.09% | 51 |
|
|
2023
Q3 | $879K | Sell |
4,912
-2,624
| -35% | -$470K | 0.42% | 37 |
|
|
2023
Q2 | $1.25M | Buy |
7,536
+145
| +2% | +$24K | 0.57% | 21 |
|
|
2023
Q1 | $1.08M | Sell |
7,391
-43
| -0.6% | -$6.3K | 0.51% | 23 |
|
|
2022
Q4 | $997K | Buy |
7,434
+182
| +3% | +$24.4K | 0.48% | 25 |
|
|
2022
Q3 | $1.05M | Sell |
7,252
-133
| -2% | -$19.2K | 0.54% | 15 |
|
|
2022
Q2 | $1.05M | Buy |
7,385
+1,313
| +22% | +$187K | 0.52% | 16 |
|
|
2022
Q1 | $945K | Buy |
6,072
+1,023
| +20% | +$159K | 0.52% | 20 |
|
|
2021
Q4 | $923K | Buy |
5,049
+78
| +2% | +$14.3K | 0.52% | 21 |
|
|
2021
Q3 | $828K | Buy |
4,971
+2,128
| +75% | +$354K | 0.44% | 32 |
|
|
2021
Q2 | $459K | Buy |
+2,843
| New | +$459K | 0.4% | 43 |
|