Meeder Advisory Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Buy |
2,648
+162
| +7% | +$39.4K | 0.03% | 330 |
|
|
2025
Q1 | $603K | Sell |
2,486
-232
| -9% | -$56.3K | 0.04% | 321 |
|
|
2024
Q4 | $615K | Buy |
2,718
+3
| +0.1% | +$678 | 0.04% | 312 |
|
|
2024
Q3 | $584K | Sell |
2,715
-94
| -3% | -$20.2K | 0.04% | 305 |
|
|
2024
Q2 | $553K | Buy |
2,809
+521
| +23% | +$103K | 0.04% | 301 |
|
|
2024
Q1 | $469K | Buy |
2,288
+35
| +2% | +$7.17K | 0.05% | 287 |
|
|
2023
Q4 | $464K | Buy |
2,253
+840
| +59% | +$173K | 0.05% | 279 |
|
|
2023
Q3 | $253K | Sell |
1,413
-169
| -11% | -$30.3K | 0.03% | 353 |
|
|
2023
Q2 | $262K | Buy |
1,582
+150
| +10% | +$24.9K | 0.03% | 375 |
|
|
2023
Q1 | $210K | Sell |
1,432
-528
| -27% | -$77.4K | 0.02% | 410 |
|
|
2022
Q4 | $263K | Buy |
+1,960
| New | +$263K | 0.03% | 358 |
|