Guardian Wealth Advisors (North Carolina)’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.4M | Buy |
13,997
+898
| +7% | +$218K | 0.24% | 64 |
|
|
2025
Q1 | $3.18M | Buy |
13,099
+289
| +2% | +$70.1K | 0.25% | 59 |
|
|
2024
Q4 | $2.9M | Buy |
12,810
+1,815
| +17% | +$410K | 0.23% | 64 |
|
|
2024
Q3 | $2.36M | Buy |
10,995
+286
| +3% | +$61.5K | 0.25% | 54 |
|
|
2024
Q2 | $2.11M | Buy |
10,709
+219
| +2% | +$43.1K | 0.25% | 59 |
|
|
2024
Q1 | $2.15M | Sell |
10,490
-23
| -0.2% | -$4.71K | 0.26% | 55 |
|
|
2023
Q4 | $2.16M | Buy |
10,513
+196
| +2% | +$40.3K | 0.33% | 46 |
|
|
2023
Q3 | $1.86M | Buy |
10,317
+238
| +2% | +$42.8K | 0.32% | 47 |
|
|
2023
Q2 | $1.68M | Buy |
10,079
+631
| +7% | +$105K | 0.29% | 48 |
|
|
2023
Q1 | $1.39M | Buy |
9,448
+1,069
| +13% | +$157K | 0.24% | 56 |
|
|
2022
Q4 | $1.13M | Buy |
8,379
+188
| +2% | +$25.4K | 0.22% | 59 |
|
|
2022
Q3 | $1.19M | Sell |
8,191
-155
| -2% | -$22.5K | 0.22% | 54 |
|
|
2022
Q2 | $1.2M | Buy |
8,346
+5,319
| +176% | +$762K | 0.22% | 52 |
|
|
2022
Q1 | $473K | Buy |
3,027
+204
| +7% | +$31.9K | 0.2% | 90 |
|
|
2021
Q4 | $516K | Buy |
+2,823
| New | +$516K | 0.22% | 87 |
|