One Plus One Wealth Management’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
$580K Sell
2025
Q2
$633K Hold
2025
Q1
$632K Buy
2024
Q4
$367K Buy
2024
Q3
$264K Buy