Heritage Wealth Advisors’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 | $518K | Hold |
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|
2025
Q1 | $516K | Sell |
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|
2024
Q4 | $483K | Buy |
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|
2024
Q3 | $459K | Buy |
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|
2024
Q2 | $420K | Hold |
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|
2024
Q1 | $436K | Sell |
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|
2023
Q4 | $464K | Hold |
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|
2023
Q3 | $404K | Hold |
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|
2023
Q2 | $374K | Hold |
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|
2023
Q1 | $331K | Sell |
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|
2022
Q4 | $304K | Hold |
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|
2022
Q3 | $328K | Sell |
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|
2022
Q2 | $329K | Sell |
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|
2022
Q1 | $362K | Sell |
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|
2021
Q4 | $438K | Sell |
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|
2021
Q3 | $400K | Sell |
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|
2021
Q2 | $421K | Hold |
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|
2021
Q1 | $399K | Hold |
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|
2020
Q4 | $399K | Hold |
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|
2020
Q3 | $344K | Hold |
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|
2020
Q2 | $329K | Hold |
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|
2020
Q1 | $247K | Sell |
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|
2019
Q4 | $371K | Sell |
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|
2019
Q3 | $376K | Hold |
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|
2019
Q2 | $386K | Hold |
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|
2019
Q1 | $313K | Buy |
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|
2018
Q4 | $289K | Sell |
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|
2018
Q3 | $514K | Hold |
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|
2018
Q2 | $449K | Hold |
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|
2018
Q1 | $429K | Hold |
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|
2017
Q4 | $354K | Sell |
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|
2017
Q3 | $404K | Hold |
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|
2017
Q2 | $378K | Hold |
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|
2017
Q1 | $340K | Hold |
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|
2016
Q4 | $332K | Hold |
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|
2016
Q3 | $338K | Hold |
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|
2016
Q2 | $325K | Hold |
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|
2016
Q1 | $296K | Hold |
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|
2015
Q4 | $268K | Hold |
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|
2015
Q3 | $277K | Hold |
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|
2015
Q2 | $250K | Hold |
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|
2015
Q1 | $275K | Hold |
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|
2014
Q4 | $231K | Hold |
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|
2014
Q3 | $209K | Hold |
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|
2014
Q2 | $209K | Buy |
|