NewEdge Wealth’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $969K | Sell |
|
|||||
|
2025
Q2 | $1.18M | Buy |
|
|||||
|
2025
Q1 | $1.03M | Sell |
|
|||||
|
2024
Q4 | $996K | Buy |
|
|||||
|
2024
Q3 | $945K | Sell |
|
|||||
|
2024
Q2 | $875K | Sell |
|
|||||
|
2024
Q1 | $888K | Buy |
|
|||||
|
2023
Q4 | $929K | Sell |
|
|||||
|
2023
Q3 | $837K | Buy |
|
|||||
|
2023
Q2 | $689K | Sell |
|
|||||
|
2023
Q1 | $665K | Buy |
|
|||||
|
2022
Q4 | $426K | Buy |
|
|||||
|
2022
Q3 | $443K | Buy |
|
|||||
|
2022
Q2 | $388K | Buy |
|