Guardian Wealth Management’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 | $779K | Sell |
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|
2025
Q1 | $829K | Sell |
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|
2024
Q4 | $800K | Sell |
|
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|
2024
Q3 | $821K | Sell |
|
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|
2024
Q2 | $790K | Sell |
|
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|
2024
Q1 | $835K | Sell |
|
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|
2023
Q4 | $876K | Sell |
|
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|
2023
Q3 | $767K | Sell |
|
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|
2023
Q2 | $727K | Sell |
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|
2023
Q1 | $666K | Sell |
|
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|
2022
Q4 | $632K | Sell |
|
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|
2022
Q3 | $689K | Sell |
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|
2022
Q2 | $687K | Sell |
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|
2022
Q1 | $760K | Sell |
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|
2021
Q4 | $899K | Buy |
|