NewEdge Wealth’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
4,434
+166
| +4% | +$44.2K | 0.02% | 492 |
|
|
2025
Q1 | $1.03M | Sell |
4,268
-136
| -3% | -$33K | 0.02% | 475 |
|
|
2024
Q4 | $996K | Buy |
4,404
+7
| +0.2% | +$1.58K | 0.02% | 487 |
|
|
2024
Q3 | $945K | Sell |
4,397
-47
| -1% | -$10.1K | 0.02% | 480 |
|
|
2024
Q2 | $875K | Sell |
4,444
-103
| -2% | -$20.3K | 0.02% | 440 |
|
|
2024
Q1 | $888K | Buy |
4,547
+34
| +0.8% | +$6.64K | 0.02% | 449 |
|
|
2023
Q4 | $929K | Sell |
4,513
-159
| -3% | -$32.7K | 0.02% | 412 |
|
|
2023
Q3 | $837K | Buy |
4,672
+510
| +12% | +$91.3K | 0.03% | 382 |
|
|
2023
Q2 | $689K | Sell |
4,162
-372
| -8% | -$61.6K | 0.02% | 412 |
|
|
2023
Q1 | $665K | Buy |
4,534
+1,361
| +43% | +$199K | 0.03% | 373 |
|
|
2022
Q4 | $426K | Buy |
3,173
+102
| +3% | +$13.7K | 0.02% | 394 |
|
|
2022
Q3 | $443K | Buy |
3,071
+350
| +13% | +$50.5K | 0.02% | 370 |
|
|
2022
Q2 | $388K | Buy |
+2,721
| New | +$388K | 0.02% | 427 |
|