Moneta Group Investment Advisors’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 | – | Sell |
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|
2025
Q4 | $257K | Sell |
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|
2025
Q3 | $383K | Buy |
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|
2025
Q2 | $376K | Buy |
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|
2025
Q1 | $368K | Sell |
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|
2024
Q4 | $361K | Buy |
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|
2024
Q3 | $326K | Sell |
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|
2024
Q2 | $304K | Buy |
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|
2024
Q1 | $315K | Hold |
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|
2023
Q4 | $316K | Sell |
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|
2023
Q3 | $277K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $206K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $34K | Buy |
|