Legacy Capital Wealth Partners’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$490K	Buy	3,014 +101	+3%	+$19.2K	0.1%	212
2025 Q4	$650K	Sell	2,913 -35	-1%	-$7.98K	0.14%	156
2025 Q3	$702K	Sell	2,948 -77	-3%	-$19.2K	0.15%	147
2025 Q2	$735K	Sell	3,025 -94	-3%	-$22.3K	0.17%	123
2025 Q1	$756K	Sell	3,119 -131	-4%	-$30.8K	0.19%	112
2024 Q4	$735K	Sell	3,250 -3,857	-54%	-$864K	0.18%	114
2024 Q3	$1.53M	Buy	7,107 +3,216	+83%	+$673K	0.31%	66
2024 Q2	$767K	Buy	+3,891	New	+$772K	0.2%	98
2024 Q1	–	Sell	-3,705	Closed	-$762K	–	145
2023 Q4	$762K	Sell	3,705 -41	-1%	-$7.56K	0.22%	97
2023 Q3	$671K	Buy	+3,746	New	+$663K	0.18%	115
2023 Q2	–	Sell	-3,693	Closed	-$541K	–	67
2023 Q1	$541K	Buy	+3,693	New	+$528K	0.15%	131
2021 Q2	–	Sell	-3,243	Closed	-$498K	–	31
2021 Q1	$498K	Buy	3,243 +197	+6%	+$29.1K	0.21%	47
2020 Q4	$468K	Buy	+3,046	New	+$442K	0.2%	47