HB 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 | $1.23M | Sell |
5,068
-138
| -3% | -$33.5K | 0.01% | 470 |
|
|
2025
Q1 | $1.26M | Buy |
5,206
+2,249
| +76% | +$545K | 0.01% | 477 |
|
|
2024
Q4 | $669K | Buy |
2,957
+771
| +35% | +$174K | 0.01% | 522 |
|
|
2024
Q3 | $470K | Buy |
2,186
+104
| +5% | +$22.4K | 0.01% | 598 |
|
|
2024
Q2 | $410K | Buy |
2,082
+368
| +21% | +$72.5K | ﹤0.01% | 600 |
|
|
2024
Q1 | $351K | Buy |
1,714
+73
| +4% | +$15K | ﹤0.01% | 601 |
|
|
2023
Q4 | $338K | Sell |
1,641
-75
| -4% | -$15.4K | ﹤0.01% | 567 |
|
|
2023
Q3 | $307K | Buy |
1,716
+342
| +25% | +$61.2K | 0.01% | 558 |
|
|
2023
Q2 | $228K | Buy |
+1,374
| New | +$228K | ﹤0.01% | 628 |
|
|
2022
Q4 | – | Sell |
-1,484
| Closed | -$214K | – | 685 |
|
|
2022
Q3 | $214K | Sell |
1,484
-356
| -19% | -$51.3K | ﹤0.01% | 527 |
|
|
2022
Q2 | $262K | Buy |
1,840
+131
| +8% | +$18.7K | 0.01% | 470 |
|
|
2022
Q1 | $266K | Buy |
+1,709
| New | +$266K | ﹤0.01% | 479 |
|