HighMark 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
$60.3K Sell
248
-9
-4% -$2.19K 0.03% 144
2025
Q1
$62.4K Buy
257
+1
+0.4% +$243 0.04% 114
2024
Q4
$57.9K Buy
256
+1
+0.4% +$226 0.03% 114
2024
Q3
$54.9K Buy
255
+1
+0.4% +$215 0.03% 139
2024
Q2
$50.1K Buy
254
+1
+0.4% +$197 0.03% 136
2024
Q1
$51.9K Buy
253
+1
+0.4% +$205 0.03% 133
2023
Q4
$51.9K Buy
252
+1
+0.4% +$206 0.04% 126
2023
Q3
$45K Buy
251
+1
+0.4% +$179 0.04% 122
2023
Q2
$41.4K Buy
250
+1
+0.4% +$166 0.03% 132
2023
Q1
$36.5K Buy
249
+2
+0.8% +$293 0.03% 158
2022
Q4
$33.2K Buy
247
+1
+0.4% +$134 0.03% 130
2022
Q3
$36K Buy
246
+1
+0.4% +$146 0.03% 114
2022
Q2
$35K Buy
245
+1
+0.4% +$143 0.03% 118
2022
Q1
$38K Buy
244
+1
+0.4% +$156 0.03% 121
2021
Q4
$44K Buy
243
+1
+0.4% +$181 0.03% 125
2021
Q3
$40K Buy
242
+1
+0.4% +$165 0.03% 130
2021
Q2
$39K Hold
241
0.03% 134
2021
Q1
$37K Buy
241
+1
+0.4% +$154 0.03% 122
2020
Q4
$37K Buy
240
+1
+0.4% +$154 0.03% 112
2020
Q3
$31K Buy
239
+1
+0.4% +$130 0.03% 131
2020
Q2
$30K Buy
238
+2
+0.8% +$252 0.03% 102
2020
Q1
$22K Buy
236
+1
+0.4% +$93 0.03% 107
2019
Q4
$29K Buy
+235
New +$29K 0.03% 111