Plante Moran Financial Advisors’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 | $86.1K | Hold |
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|
2025
Q2 | $87.9K | Sell |
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|
2025
Q1 | $558K | Sell |
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|
2024
Q4 | $525K | Buy |
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|
2024
Q3 | $495K | Hold |
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|
2024
Q2 | $453K | Hold |
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|
2024
Q1 | $471K | Buy |
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|
2023
Q4 | $448K | Hold |
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|
2023
Q3 | $390K | Hold |
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|
2023
Q2 | $360K | Sell |
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|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $294K | Buy |
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|
2022
Q3 | $316K | Hold |
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|
2022
Q2 | $312K | Hold |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $443K | Sell |
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|
2021
Q3 | $437K | Hold |
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|
2021
Q2 | $423K | Hold |
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|
2021
Q1 | $401K | Hold |
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|
2020
Q4 | $401K | Sell |
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|
2020
Q3 | $377K | Hold |
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|
2020
Q2 | $360K | Buy |
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|
2020
Q1 | $269K | Sell |
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|
2019
Q4 | $358K | Sell |
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|
2019
Q3 | $413K | Hold |
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|
2019
Q2 | $424K | Hold |
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|
2019
Q1 | $344K | Hold |
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|
2018
Q4 | $320K | Sell |
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|
2018
Q3 | $441K | Hold |
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|
2018
Q2 | $385K | Buy |
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|
2018
Q1 | $363K | Buy |
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|
2017
Q4 | $299K | Hold |
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|
2017
Q3 | $266K | Buy |
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|
2017
Q2 | $247K | Hold |
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|
2017
Q1 | $222K | Sell |
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|
2016
Q4 | $224K | Buy |
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|
2016
Q3 | $221K | Hold |
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|
2016
Q2 | $213K | Hold |
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|
2016
Q1 | $193K | Hold |
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|
2015
Q4 | $175K | Hold |
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|
2015
Q3 | $181K | Hold |
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|
2015
Q2 | $163K | Hold |
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|
2015
Q1 | $179K | Hold |
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|
2014
Q4 | $151K | Hold |
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|
2014
Q3 | $136K | Hold |
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|
2014
Q2 | $136K | Buy |
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|
2014
Q1 | $119K | Hold |
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|
2013
Q4 | $127K | Hold |
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|
2013
Q3 | $102K | Hold |
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|
2013
Q2 | $85K | Buy |
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