GeoWealth 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 | $109K | Buy |
450
+198
| +79% | +$48.1K | ﹤0.01% | 794 |
|
|
2025
Q1 | $61.1K | Sell |
252
-158
| -39% | -$38.3K | ﹤0.01% | 869 |
|
|
2024
Q4 | $92.7K | Buy |
410
+113
| +38% | +$25.5K | ﹤0.01% | 994 |
|
|
2024
Q3 | $63.9K | Sell |
297
-184
| -38% | -$39.6K | ﹤0.01% | 1009 |
|
|
2024
Q2 | $94.8K | Sell |
481
-92
| -16% | -$18.1K | ﹤0.01% | 778 |
|
|
2024
Q1 | $117K | Buy |
573
+204
| +55% | +$41.8K | ﹤0.01% | 759 |
|
|
2023
Q4 | $76K | Buy |
369
+223
| +153% | +$45.9K | 0.01% | 603 |
|
|
2023
Q3 | $26K | Buy |
+146
| New | +$26K | ﹤0.01% | 421 |
|