Fiduciary Planning’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 | – | Sell |
|
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|
2025
Q1 | $252K | Buy |
|
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|
2024
Q4 | $234K | Buy |
|
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|
2024
Q3 | $222K | Sell |
|
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|
2024
Q2 | $206K | Sell |
|
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|
2024
Q1 | $216K | Sell |
|
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|
2023
Q4 | $220K | Sell |
|
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|
2023
Q3 | $879K | Sell |
|
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|
2023
Q2 | $1.25M | Buy |
|
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|
2023
Q1 | $1.08M | Sell |
|
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|
2022
Q4 | $997K | Buy |
|
|||||
|
2022
Q3 | $1.05M | Sell |
|
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|
2022
Q2 | $1.05M | Buy |
|
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|
2022
Q1 | $945K | Buy |
|
|||||
|
2021
Q4 | $923K | Buy |
|
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|
2021
Q3 | $828K | Buy |
|
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|
2021
Q2 | $459K | Buy |
|