Pinnacle Wealth Planning Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
1,250
-43
| -3% | -$10.5K | 0.04% | 295 |
|
|
2025
Q1 | $314K | Sell |
1,293
-1
| -0.1% | -$242 | 0.05% | 248 |
|
|
2024
Q4 | $293K | Buy |
1,294
+184
| +17% | +$41.6K | 0.04% | 255 |
|
|
2024
Q3 | $239K | Sell |
1,110
-105
| -9% | -$22.6K | 0.03% | 386 |
|
|
2024
Q2 | $239K | Sell |
1,215
-49
| -4% | -$9.65K | 0.03% | 359 |
|
|
2024
Q1 | $259K | Buy |
1,264
+14
| +1% | +$2.87K | 0.04% | 342 |
|
|
2023
Q4 | $257K | Sell |
1,250
-4
| -0.3% | -$823 | 0.04% | 315 |
|
|
2023
Q3 | $225K | Buy |
1,254
+2
| +0.2% | +$358 | 0.04% | 332 |
|
|
2023
Q2 | $207K | Buy |
+1,252
| New | +$207K | 0.03% | 376 |
|
|
2021
Q1 | – | Sell |
-579
| Closed | -$89K | – | 561 |
|
|
2020
Q4 | $89K | Buy |
+579
| New | +$89K | 0.02% | 520 |
|