First Heartland Consultants’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Buy |
2,339
+352
| +18% | +$85.5K | 0.05% | 246 |
|
|
2025
Q1 | $482K | Buy |
1,987
+98
| +5% | +$23.8K | 0.05% | 246 |
|
|
2024
Q4 | $427K | Sell |
1,889
-166
| -8% | -$37.5K | 0.04% | 271 |
|
|
2024
Q3 | $442K | Buy |
2,055
+100
| +5% | +$21.5K | 0.05% | 266 |
|
|
2024
Q2 | $385 | Buy |
1,955
+200
| +11% | +$39 | 0.03% | 303 |
|
|
2024
Q1 | $360K | Buy |
1,755
+514
| +41% | +$105K | 0.04% | 303 |
|
|
2023
Q4 | $255K | Buy |
+1,241
| New | +$255K | 0.03% | 312 |
|