Forza Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Hold |
2,500
| – | – | 0.25% | 99 |
|
|
2025
Q1 | $606K | Sell |
2,500
-100
| -4% | -$24.2K | 0.27% | 91 |
|
|
2024
Q4 | $588K | Sell |
2,600
-300
| -10% | -$67.8K | 0.27% | 93 |
|
|
2024
Q3 | $624K | Sell |
2,900
-100
| -3% | -$21.5K | 0.29% | 93 |
|
|
2024
Q2 | $591K | Hold |
3,000
| – | – | 0.3% | 90 |
|
|
2024
Q1 | $615K | Sell |
3,000
-150
| -5% | -$30.7K | 0.32% | 85 |
|
|
2023
Q4 | $648K | Sell |
3,150
-2,629
| -45% | -$541K | 0.36% | 78 |
|
|
2023
Q3 | $1.03M | Hold |
5,779
| – | – | 0.53% | 61 |
|
|
2023
Q2 | $957K | Buy |
5,779
+100
| +2% | +$16.6K | 0.48% | 70 |
|
|
2023
Q1 | $832K | Buy |
+5,679
| New | +$832K | 0.43% | 77 |
|