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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Sell |
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|
2025
Q1 | $756K | Sell |
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|
2024
Q4 | $735K | Sell |
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|
2024
Q3 | $1.53M | Buy |
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|
2024
Q2 | $767K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $762K | Sell |
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|
2023
Q3 | $671K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $541K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $498K | Buy |
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|
2020
Q4 | $468K | Buy |
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