HB 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
Q3 | $1.28M | Buy |
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|
2025
Q2 | $1.23M | Sell |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $669K | Buy |
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|
2024
Q3 | $470K | Buy |
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|
2024
Q2 | $410K | Buy |
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|
2024
Q1 | $351K | Buy |
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|
2023
Q4 | $338K | Sell |
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|
2023
Q3 | $307K | Buy |
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|
2023
Q2 | $228K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $214K | Sell |
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|
2022
Q2 | $262K | Buy |
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|
2022
Q1 | $266K | Buy |
|