Gibbs Wealth Management’s Broadridge BR Stock Holding History

Gibbs Wealth Management’s Portfolio BR Stock Details BR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$635K	Sell
2025 Q2	$785K	Buy
2025 Q1	$650K	Buy
2024 Q4	$457K	Buy
2024 Q3	$351K	Buy
2024 Q2	$282K	Buy