GPS Wealth Strategies Group’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$306K Sell
2025
Q1
$313K Hold
2024
Q4
$292K Sell
2024
Q3
$307K Sell
2024
Q2
$285K Sell
2024
Q1
$299K Buy
2023
Q4
$286K Buy
2023
Q3
$227K Buy
2023
Q2
$210K Sell
2023
Q1
$227K Buy
2022
Q4
Sell
2022
Q3
$236K Buy
2022
Q2
$233K Sell
2022
Q1
$266K Buy
2021
Q4
$288K Buy
2021
Q3
$246K Buy
2021
Q2
$208K Buy
2021
Q1
$153K Buy