Fragasso Financial Advisors’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Buy
964
+29
+3% +$7.05K 0.02% 255
2025
Q1
$227K Buy
935
+13
+1% +$3.15K 0.02% 244
2024
Q4
$208K Buy
+922
New +$208K 0.02% 252