Guardian Wealth 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 | $779K | Sell |
3,204
-213
| -6% | -$51.8K | 0.52% | 46 |
|
|
2025
Q1 | $829K | Sell |
3,417
-120
| -3% | -$29.1K | 0.55% | 47 |
|
|
2024
Q4 | $800K | Sell |
3,537
-282
| -7% | -$63.8K | 0.54% | 47 |
|
|
2024
Q3 | $821K | Sell |
3,819
-192
| -5% | -$41.3K | 0.58% | 48 |
|
|
2024
Q2 | $790K | Sell |
4,011
-63
| -2% | -$12.4K | 0.6% | 46 |
|
|
2024
Q1 | $835K | Sell |
4,074
-185
| -4% | -$37.9K | 0.64% | 44 |
|
|
2023
Q4 | $876K | Sell |
4,259
-24
| -0.6% | -$4.94K | 0.74% | 45 |
|
|
2023
Q3 | $767K | Sell |
4,283
-108
| -2% | -$19.3K | 0.72% | 45 |
|
|
2023
Q2 | $727K | Sell |
4,391
-150
| -3% | -$24.8K | 0.66% | 51 |
|
|
2023
Q1 | $666K | Sell |
4,541
-173
| -4% | -$25.4K | 0.64% | 51 |
|
|
2022
Q4 | $632K | Sell |
4,714
-62
| -1% | -$8.32K | 0.62% | 51 |
|
|
2022
Q3 | $689K | Sell |
4,776
-45
| -0.9% | -$6.49K | 0.78% | 50 |
|
|
2022
Q2 | $687K | Sell |
4,821
-59
| -1% | -$8.41K | 0.74% | 52 |
|
|
2022
Q1 | $760K | Sell |
4,880
-36
| -0.7% | -$5.61K | 0.76% | 52 |
|
|
2021
Q4 | $899K | Buy |
+4,916
| New | +$899K | 0.87% | 49 |
|