Mutual 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 | $691K | Buy |
2,723
+308
| +13% | +$78.1K | 0.02% | 647 |
|
|
2025
Q1 | $574K | Buy |
2,415
+475
| +24% | +$113K | 0.02% | 658 |
|
|
2024
Q4 | $448K | Buy |
1,940
+204
| +12% | +$47.1K | 0.01% | 739 |
|
|
2024
Q3 | $376K | Buy |
1,736
+320
| +23% | +$69.4K | 0.01% | 810 |
|
|
2024
Q2 | $299K | Buy |
1,416
+138
| +11% | +$29.1K | 0.01% | 883 |
|
|
2024
Q1 | $262K | Buy |
1,278
+57
| +5% | +$11.7K | 0.01% | 923 |
|
|
2023
Q4 | $251K | Buy |
1,221
+35
| +3% | +$7.2K | 0.01% | 880 |
|
|
2023
Q3 | $212K | Sell |
1,186
-709
| -37% | -$127K | 0.01% | 899 |
|
|
2023
Q2 | $314K | Sell |
1,895
-166
| -8% | -$27.5K | 0.01% | 794 |
|
|
2023
Q1 | $302K | Buy |
+2,061
| New | +$302K | 0.01% | 775 |
|