Great Valley Advisor Group’s Broadridge BR Stock Holding History

Great Valley Advisor Group’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
2026 Q1	–	Sell
2025 Q4	$214K	Sell
2025 Q3	$240K	Buy
2025 Q2	$242K	Buy
2025 Q1	$229K	Sell
2024 Q4	$221K	Buy
2024 Q3	$204K	Buy
2024 Q1	–	Sell
2023 Q4	$219K	Buy