Marks Group 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 | $9.36M | Sell |
38,506
-970
| -2% | -$236K | 0.87% | 32 |
|
|
2025
Q1 | $9.57M | Sell |
39,476
-187
| -0.5% | -$45.3K | 0.92% | 21 |
|
|
2024
Q4 | $8.97M | Sell |
39,663
-1,449
| -4% | -$328K | 0.88% | 34 |
|
|
2024
Q3 | $8.84M | Buy |
41,112
+617
| +2% | +$133K | 0.84% | 45 |
|
|
2024
Q2 | $7.98M | Sell |
40,495
-1,095
| -3% | -$216K | 0.84% | 47 |
|
|
2024
Q1 | $8.52M | Sell |
41,590
-1,094
| -3% | -$224K | 0.89% | 36 |
|
|
2023
Q4 | $8.78M | Sell |
42,684
-1,143
| -3% | -$235K | 1% | 14 |
|
|
2023
Q3 | $7.85M | Sell |
43,827
-734
| -2% | -$131K | 0.97% | 16 |
|
|
2023
Q2 | $7.38M | Buy |
44,561
+473
| +1% | +$78.3K | 0.88% | 37 |
|
|
2023
Q1 | $6.46M | Buy |
44,088
+538
| +1% | +$78.9K | 0.83% | 48 |
|
|
2022
Q4 | $5.84M | Buy |
43,550
+411
| +1% | +$55.1K | 0.8% | 54 |
|
|
2022
Q3 | $6.23M | Buy |
43,139
+432
| +1% | +$62.3K | 0.95% | 27 |
|
|
2022
Q2 | $6.09M | Buy |
42,707
+3,531
| +9% | +$503K | 0.88% | 27 |
|
|
2022
Q1 | $6.1M | Buy |
39,176
+3,479
| +10% | +$542K | 0.77% | 48 |
|
|
2021
Q4 | $6.52M | Sell |
35,697
-49
| -0.1% | -$8.95K | 0.79% | 39 |
|
|
2021
Q3 | $5.93M | Sell |
35,746
-355
| -1% | -$58.8K | 0.8% | 42 |
|
|
2021
Q2 | $5.83M | Buy |
36,101
+531
| +1% | +$85.8K | 0.8% | 38 |
|
|
2021
Q1 | $5.44M | Sell |
35,570
-289
| -0.8% | -$44.2K | 0.81% | 44 |
|
|
2020
Q4 | $5.49M | Sell |
35,859
-152
| -0.4% | -$23.3K | 0.86% | 34 |
|
|
2020
Q3 | $4.75M | Sell |
36,011
-2,276
| -6% | -$300K | 0.86% | 40 |
|
|
2020
Q2 | $4.83M | Sell |
38,287
-16,306
| -30% | -$2.06M | 0.98% | 14 |
|
|
2020
Q1 | $5.19M | Buy |
54,593
+15,752
| +41% | +$1.5M | 1.34% | 5 |
|
|
2019
Q4 | $4.8M | Buy |
+38,841
| New | +$4.8M | 0.94% | 29 |
|