Perigon Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
1,346
-148
| -10% | -$36K | 0.01% | 814 |
|
|
2025
Q1 | $362K | Buy |
1,494
+119
| +9% | +$28.9K | 0.01% | 740 |
|
|
2024
Q4 | $318K | Buy |
1,375
+22
| +2% | +$5.08K | 0.01% | 794 |
|
|
2024
Q3 | $291K | Buy |
1,353
+96
| +8% | +$20.6K | 0.01% | 802 |
|
|
2024
Q2 | $248K | Buy |
1,257
+164
| +15% | +$32.3K | 0.01% | 755 |
|
|
2024
Q1 | $224K | Buy |
+1,093
| New | +$224K | 0.01% | 774 |
|
|
2022
Q1 | – | Sell |
-1,427
| Closed | -$261K | – | 607 |
|
|
2021
Q4 | $261K | Buy |
+1,427
| New | +$261K | 0.02% | 481 |
|
|
2021
Q1 | – | Sell |
-830
| Closed | -$127K | – | 555 |
|
|
2020
Q4 | $127K | Buy |
+830
| New | +$127K | 0.01% | 488 |
|