Montag & Associates’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.2K | Hold |
300
| – | – | ﹤0.01% | 514 |
|
|
2025
Q1 | $73K | Hold |
300
| – | – | ﹤0.01% | 549 |
|
|
2024
Q4 | $68.1K | Hold |
300
| – | – | ﹤0.01% | 555 |
|
|
2024
Q3 | $64.8K | Hold |
300
| – | – | ﹤0.01% | 559 |
|
|
2024
Q2 | $59.3K | Hold |
300
| – | – | ﹤0.01% | 562 |
|
|
2024
Q1 | $61.7K | Hold |
300
| – | – | ﹤0.01% | 548 |
|
|
2023
Q4 | $62K | Hold |
300
| – | – | ﹤0.01% | 535 |
|
|
2023
Q3 | $54K | Hold |
300
| – | – | ﹤0.01% | 539 |
|
|
2023
Q2 | $49.9K | Hold |
300
| – | – | ﹤0.01% | 562 |
|
|
2023
Q1 | $44.2K | Hold |
300
| – | – | ﹤0.01% | 573 |
|
|
2022
Q4 | $40.5K | Hold |
300
| – | – | ﹤0.01% | 581 |
|
|
2022
Q3 | $44K | Buy |
+300
| New | +$44K | ﹤0.01% | 556 |
|