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One Plus One Wealth Management’s Broadridge BR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$633K Hold
2,606
0.35% 54
2025
Q1
$632K Buy
2,606
+982
+60% +$238K 0.34% 55
2024
Q4
$367K Buy
1,624
+396
+32% +$89.5K 0.22% 71
2024
Q3
$264K Buy
+1,228
New +$264K 0.16% 76