Forza Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $417K | Sell |
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|
2025
Q2 | $608K | Hold |
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|
2025
Q1 | $606K | Sell |
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|
2024
Q4 | $588K | Sell |
|
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|
2024
Q3 | $624K | Sell |
|
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|
2024
Q2 | $591K | Hold |
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|
2024
Q1 | $615K | Sell |
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|
2023
Q4 | $648K | Sell |
|
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|
2023
Q3 | $1.03M | Hold |
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|
2023
Q2 | $957K | Buy |
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|
2023
Q1 | $832K | Buy |
|