Prestige Wealth Management Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Buy |
1,684
+100
| +6% | +$24.4K | 0.08% | 116 |
|
|
2025
Q1 | $385K | Hold |
1,584
| – | – | 0.08% | 114 |
|
|
2024
Q4 | $360K | Hold |
1,584
| – | – | 0.07% | 124 |
|
|
2024
Q3 | $342K | Hold |
1,584
| – | – | 0.07% | 127 |
|
|
2024
Q2 | $313K | Sell |
1,584
-16
| -1% | -$3.17K | 0.07% | 116 |
|
|
2024
Q1 | $329K | Sell |
1,600
-22
| -1% | -$4.53K | 0.07% | 120 |
|
|
2023
Q4 | $335K | Sell |
1,622
-4
| -0.2% | -$826 | 0.08% | 107 |
|
|
2023
Q3 | $292K | Sell |
1,626
-129
| -7% | -$23.2K | 0.07% | 109 |
|
|
2023
Q2 | $292K | Sell |
1,755
-739
| -30% | -$123K | 0.07% | 120 |
|
|
2023
Q1 | $367K | Buy |
2,494
+14
| +0.6% | +$2.06K | 0.09% | 105 |
|
|
2022
Q4 | $334K | Sell |
2,480
-13
| -0.5% | -$1.75K | 0.09% | 104 |
|
|
2022
Q3 | $361K | Buy |
2,493
+24
| +1% | +$3.48K | 0.1% | 99 |
|
|
2022
Q2 | $353K | Hold |
2,469
| – | – | 0.1% | 98 |
|
|
2022
Q1 | $384K | Sell |
2,469
-10
| -0.4% | -$1.56K | 0.09% | 98 |
|
|
2021
Q4 | $453K | Buy |
2,479
+9
| +0.4% | +$1.65K | 0.11% | 83 |
|
|
2021
Q3 | $411K | Buy |
2,470
+300
| +14% | +$49.9K | 0.11% | 79 |
|
|
2021
Q2 | $350K | Hold |
2,170
| – | – | 0.09% | 82 |
|
|
2021
Q1 | $332K | Hold |
2,170
| – | – | 0.09% | 79 |
|
|
2020
Q4 | $332K | Sell |
2,170
-43
| -2% | -$6.58K | 0.09% | 88 |
|
|
2020
Q3 | $292K | Buy |
2,213
+121
| +6% | +$16K | 0.09% | 92 |
|
|
2020
Q2 | $264K | Buy |
2,092
+43
| +2% | +$5.43K | 0.09% | 82 |
|
|
2020
Q1 | $194K | Buy |
2,049
+66
| +3% | +$6.25K | 0.08% | 81 |
|
|
2019
Q4 | $245K | Buy |
1,983
+18
| +0.9% | +$2.22K | 0.13% | 103 |
|
|
2019
Q3 | $245K | Hold |
1,965
| – | – | 0.14% | 99 |
|
|
2019
Q2 | $251K | Sell |
1,965
-313
| -14% | -$40K | 0.15% | 100 |
|
|
2019
Q1 | $236K | Sell |
2,278
-17
| -0.7% | -$1.76K | 0.15% | 105 |
|
|
2018
Q4 | $221K | Buy |
+2,295
| New | +$221K | 0.16% | 105 |
|