Mission Wealth Management’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 | $909K | Buy |
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|
2025
Q1 | $881K | Sell |
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|
2024
Q4 | $822K | Sell |
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|
2024
Q3 | $786K | Buy |
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|
2024
Q2 | $630K | Sell |
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|
2024
Q1 | $656K | Sell |
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|
2023
Q4 | $666K | Sell |
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|
2023
Q3 | $581K | Sell |
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|
2023
Q2 | $560K | Buy |
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|
2023
Q1 | $496K | Buy |
|
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|
2022
Q4 | $453K | Sell |
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|
2022
Q3 | $491K | Buy |
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|
2022
Q2 | $481K | Buy |
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|
2022
Q1 | $523K | Sell |
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|
2021
Q4 | $618K | Buy |
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|
2021
Q3 | $553K | Buy |
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|
2021
Q2 | $382K | Buy |
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|
2021
Q1 | $348K | Sell |
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|
2020
Q4 | $349K | Hold |
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|
2020
Q3 | $301K | Hold |
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|
2020
Q2 | $288K | Buy |
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|
2020
Q1 | $216K | Hold |
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|
2019
Q4 | $281K | Sell |
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|
2019
Q3 | $284K | Buy |
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|
2019
Q2 | $291K | Sell |
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|
2019
Q1 | $256K | Buy |
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|
2018
Q4 | $237K | Buy |
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|
2018
Q3 | $325K | Buy |
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|
2018
Q2 | $258K | Sell |
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|
2018
Q1 | $366K | Buy |
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|
2017
Q4 | $266K | Buy |
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|
2017
Q3 | $212K | Buy |
|