Perigon 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
Q4 | $240K | Sell |
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|
2025
Q3 | $272K | Sell |
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|
2025
Q2 | $327K | Sell |
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|
2025
Q1 | $362K | Buy |
|
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|
2024
Q4 | $318K | Buy |
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|
2024
Q3 | $291K | Buy |
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|
2024
Q2 | $248K | Buy |
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|
2024
Q1 | $224K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $261K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $127K | Buy |
|