Moneta Group Investment Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Buy |
1,547
+29
| +2% | +$7.05K | ﹤0.01% | 507 |
|
|
2025
Q1 | $368K | Sell |
1,518
-77
| -5% | -$18.7K | 0.01% | 485 |
|
|
2024
Q4 | $361K | Buy |
1,595
+79
| +5% | +$17.9K | 0.01% | 495 |
|
|
2024
Q3 | $326K | Sell |
1,516
-26
| -2% | -$5.59K | ﹤0.01% | 496 |
|
|
2024
Q2 | $304K | Buy |
1,542
+4
| +0.3% | +$788 | ﹤0.01% | 478 |
|
|
2024
Q1 | $315K | Hold |
1,538
| – | – | 0.01% | 470 |
|
|
2023
Q4 | $316K | Sell |
1,538
-8
| -0.5% | -$1.65K | 0.01% | 433 |
|
|
2023
Q3 | $277K | Buy |
+1,546
| New | +$277K | 0.01% | 422 |
|
|
2021
Q1 | – | Sell |
-1,345
| Closed | -$206K | – | 423 |
|
|
2020
Q4 | $206K | Buy |
+1,345
| New | +$206K | 0.01% | 299 |
|
|
2015
Q4 | – | Sell |
-615
| Closed | -$34K | – | 174 |
|
|
2015
Q3 | $34K | Buy |
+615
| New | +$34K | 0.01% | 267 |
|