MFWM
Motley Fool Wealth Management’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4M | Sell |
88,108
-10,178
| -10% | -$2.47M | 1.29% | 22 |
|
|
2025
Q1 | $23.8M | Sell |
98,286
-11,354
| -10% | -$2.75M | 1.41% | 19 |
|
|
2024
Q4 | $24.8M | Sell |
109,640
-5,129
| -4% | -$1.16M | 1.28% | 19 |
|
|
2024
Q3 | $24.7M | Sell |
114,769
-2,941
| -2% | -$632K | 1.24% | 19 |
|
|
2024
Q2 | $23.2M | Buy |
117,710
+2,559
| +2% | +$505K | 1.18% | 18 |
|
|
2024
Q1 | $23.6M | Sell |
115,151
-2,542
| -2% | -$521K | 1.22% | 21 |
|
|
2023
Q4 | $24.2M | Sell |
117,693
-7,558
| -6% | -$1.55M | 1.27% | 21 |
|
|
2023
Q3 | $22.4M | Sell |
125,251
-2,265
| -2% | -$406K | 1.3% | 21 |
|
|
2023
Q2 | $21.1M | Sell |
127,516
-2,657
| -2% | -$440K | 1.24% | 23 |
|
|
2023
Q1 | $19.1M | Buy |
130,173
+8,013
| +7% | +$1.17M | 1.19% | 26 |
|
|
2022
Q4 | $16.4M | Sell |
122,160
-3,798
| -3% | -$509K | 1.14% | 29 |
|
|
2022
Q3 | $18.2M | Sell |
125,958
-25,696
| -17% | -$3.71M | 1.19% | 27 |
|
|
2022
Q2 | $21.6M | Sell |
151,654
-5,615
| -4% | -$800K | 1.36% | 24 |
|
|
2022
Q1 | $24.5M | Sell |
157,269
-2,416
| -2% | -$376K | 1.17% | 29 |
|
|
2021
Q4 | $29.2M | Sell |
159,685
-3,751
| -2% | -$686K | 1.27% | 27 |
|
|
2021
Q3 | $27.2M | Sell |
163,436
-1,725
| -1% | -$287K | 1.18% | 29 |
|
|
2021
Q2 | $26.7M | Sell |
165,161
-1,848
| -1% | -$299K | 1.12% | 28 |
|
|
2021
Q1 | $25.6M | Sell |
167,009
-549
| -0.3% | -$84.1K | 1.15% | 25 |
|
|
2020
Q4 | $25.7M | Buy |
167,558
+1,837
| +1% | +$281K | 1.14% | 23 |
|
|
2020
Q3 | $21.9M | Buy |
165,721
+5,147
| +3% | +$679K | 1.14% | 25 |
|
|
2020
Q2 | $20.3M | Buy |
160,574
+1,508
| +0.9% | +$190K | 1.15% | 27 |
|
|
2020
Q1 | $15.1M | Sell |
159,066
-2,007
| -1% | -$190K | 1.09% | 29 |
|
|
2019
Q4 | $19.9M | Sell |
161,073
-1,776
| -1% | -$219K | 1.19% | 28 |
|
|
2019
Q3 | $20.3M | Sell |
162,849
-608
| -0.4% | -$75.7K | 1.34% | 24 |
|
|
2019
Q2 | $20.9M | Sell |
163,457
-1,956
| -1% | -$250K | 1.31% | 23 |
|
|
2019
Q1 | $17.2M | Buy |
165,413
+26,470
| +19% | +$2.74M | 1.1% | 30 |
|
|
2018
Q4 | $13.4M | Sell |
138,943
-16,833
| -11% | -$1.62M | 1.02% | 28 |
|
|
2018
Q3 | $20.6M | Sell |
155,776
-1,701
| -1% | -$224K | 1.32% | 27 |
|
|
2018
Q2 | $18.1M | Buy |
157,477
+854
| +0.5% | +$98.3K | 1.28% | 26 |
|
|
2018
Q1 | $17.2M | Buy |
156,623
+1,593
| +1% | +$175K | 1.27% | 26 |
|
|
2017
Q4 | $14M | Buy |
155,030
+1,844
| +1% | +$167K | 1.08% | 29 |
|
|
2017
Q3 | $12.4M | Buy |
153,186
+832
| +0.5% | +$67.2K | 1.05% | 27 |
|
|
2017
Q2 | $11.5M | Buy |
152,354
+34,846
| +30% | +$2.63M | 1.04% | 27 |
|
|
2017
Q1 | $7.99M | Sell |
117,508
-2,460
| -2% | -$167K | 0.77% | 37 |
|
|
2016
Q4 | $7.95M | Buy |
119,968
+731
| +0.6% | +$48.5K | 0.85% | 33 |
|
|
2016
Q3 | $8.08M | Sell |
119,237
-202
| -0.2% | -$13.7K | 0.85% | 34 |
|
|
2016
Q2 | $7.79M | Buy |
119,439
+4,569
| +4% | +$298K | 0.85% | 35 |
|
|
2016
Q1 | $6.81M | Buy |
114,870
+963
| +0.8% | +$57.1K | 0.8% | 33 |
|
|
2015
Q4 | $6.12M | Buy |
113,907
+23,947
| +27% | +$1.29M | 0.73% | 40 |
|
|
2015
Q3 | $4.98M | Buy |
89,960
+9,156
| +11% | +$507K | 0.65% | 48 |
|
|
2015
Q2 | $4.04M | Buy |
80,804
+7,680
| +11% | +$384K | 0.65% | 46 |
|
|
2015
Q1 | $4.02M | Buy |
73,124
+14,308
| +24% | +$787K | 0.84% | 34 |
|
|
2014
Q4 | $2.72M | Buy |
+58,816
| New | +$2.72M | 1.59% | 20 |
|